Back
Compare AU
Compare MQWS vs. IOZ
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 Macquarie Walter Scott Global Equity Active ETF (MQWS) and the iShares Core S&P/ASX 200 ETF (IOZ). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
MQWS | IOZ | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 905 |
Median incremental investment | $0 | $1,000.00 |
Median investment frequency | N/A | Monthly |
Median total investment | $0 | $2,675.75 |
Average age group | N/A | 26 - 35 |
Key Summary
MQWS | IOZ | |
|---|---|---|
Strategy | MQWS.AX was created on 2023-11-22 by Macquarie. The fund's investment portfolio concentrates primarily on total market equity. The Fund aims to achieve a long-term total return (before fees and expenses) that exceeds the MSCI World ex Australia Index, in $A unhedged with net dividends reinvested. | The fund seeks to track the performance of the S&P/ASX 200 Accumulation Index before considering fees, expenses, and taxes. The index consists of the 200 largest Australian securities listed on the ASX. |
Top 3 holdings | Taiwan Semiconductor Manufacturing Co Ltd ADR (4.62 %) Microsoft Corp (4.55 %) Amphenol Corp Class A (4.20 %) | COMMONWEALTH BANK OF AUSTRALIA (10.63 %) BHP GROUP LTD (7.83 %) WESTPAC BANKING CORPORATION CORP (4.90 %) |
Top 3 industries | Information Technology (43.21 %) Financials (19.40 %) Consumer Discretionary (15.46 %) | Financials (33.09 %) Materials (17.71 %) Health Care (8.35 %) |
Top 3 countries | Australia (94.85 %) United States (3.08 %) New Zealand (1.58 %) | |
Management fee | 1.28 % | 0.05 % |
Key Summary
MQWS | IOZ | |
|---|---|---|
Issuer | Macquarie | iShares |
Tracking index | S&P ASX 200 | |
Asset class | ETF | ETF |
Management fee | 1.28 % | 0.05 % |
Price | $9.16 | $34.06 |
Size | N/A | $7.775 billion |
10Y return | N/A | 57.25 % |
Annual distribution yield (5Y) | 16.23 % | 3.96 % |
Market | ASX | ASX |
First listed date | 21/11/2023 | 09/12/2010 |
Purchase fee | $6.50 | $6.50 |
Community Stats
MQWS | IOZ | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 905 |
Median incremental investment | $0 | $1,000.00 |
Median investment frequency | N/A | Monthly |
Median total investment | $0 | $2,675.75 |
Average age group | N/A | 26 - 35 |
Pros and Cons
MQWS | IOZ | |
|---|---|---|
Pros |
| |
Cons |
|
MQWS | IOZ |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Lower exposure to US market | Higher exposure to US market |
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |