Compare AU
Compare MICH vs. QOZ
Compare shares and ETFs on the ASX that you can trade on Pearler.
Overview
When it comes to investing in the Australian stock market, Exchange-Traded Funds (ETFs) are a popular choice. Two well-known options in the Australian Securities Exchange (ASX) are the Magellan Infra Fund (Currency Hedged) - Active ETF (MICH) and the BetaShares FTSE Rafi Australia 200 ETF (QOZ). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
MICH | QOZ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 13 | 47 |
Median incremental investment | $1,143.63 | $1,100.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,465.94 | $1,963.50 |
Average age group | > 35 | > 35 |
Key Summary
MICH | QOZ | |
|---|---|---|
Strategy | MICH.AX was created on 2016-07-19 by Magellan. The fund's investment portfolio concentrates primarily on theme equity. To achieve attractive risk adjusted returns over the medium to long-term, While reducing the risk of permanent capital loss | QOZ.AX was created on 2013-07-10 by BetaShares. The fund's investment portfolio concentrates primarily on large cap equity. The investment objective of the BetaShares FTSE RAFI Australia 200 ETF is to provide an investment return that tracks the performance of the FTSE RAFI Australia 200 Index (the Index), before taking into account fees and expenses. |
Top 3 holdings | Aena SME SA (6.97 %) Ferrovial SE (6.23 %) Vinci SA (5.87 %) | BHP GROUP LTD (10.52 %) COMMONWEALTH BANK OF AUSTRALIA (8.98 %) WESTPAC BANKING CORP (6.89 %) |
Top 3 industries | Industrials (46.99 %) Utilities (45.11 %) Other (7.90 %) | Financials (36.73 %) Materials (21.98 %) Real Estate (6.51 %) |
Top 3 countries | United States (38.21 %) Spain (15.62 %) United Kingdom of Great Britain and Northern Ireland (14.04 %) | Australia (96.38 %) United States (1.44 %) United Kingdom of Great Britain and Northern Ireland (1.41 %) |
Management fee | 1.05 % | 0.4 % |
Key Summary
MICH | QOZ | |
|---|---|---|
Issuer | Magellan | BetaShares |
Tracking index | S&P Global Infrastructure Hedged to USD Index | FTSE RAFI Australia 200 Index - AUD |
Asset class | ETF | ETF |
Management fee | 1.05 % | 0.4 % |
Price | $2.83 | $16.50 |
Size | N/A | $647.614 million |
10Y return | N/A | 33.50 % |
Annual distribution yield (5Y) | 4.23 % | 6.60 % |
Market | ASX | ASX |
First listed date | 22/07/2016 | 11/07/2013 |
Purchase fee | $6.50 | $6.50 |
Community Stats
MICH | QOZ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 13 | 47 |
Median incremental investment | $1,143.63 | $1,100.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,465.94 | $1,963.50 |
Average age group | > 35 | > 35 |
Pros and Cons
MICH | QOZ | |
|---|---|---|
Pros |
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Cons |
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MICH | QOZ |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |