Compare AU
Compare MVW 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 VanEck Australian Equal Weight ETF (MVW) 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
MVW | QOZ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 248 | 48 |
Median incremental investment | $833.33 | $1,137.25 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,899.10 | $2,142.40 |
Average age group | > 35 | > 35 |
Key Summary
MVW | QOZ | |
|---|---|---|
Strategy | The fund seeks to track the performance of the MVIS Australia Equal Weight Index before additional fees. | 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 | Qantas Airways Ltd (2.43 %) Telix Pharmaceuticals Ltd Ordinary Shares (1.53 %) Arcadium Lithium PLC CDI (1.51 %) | BHP GROUP LTD (10.27 %) COMMONWEALTH BANK OF AUSTRALIA (9.08 %) WESTPAC BANKING CORP (6.92 %) |
Top 3 industries | Industrials (33.95 %) Health Care (19.42 %) Real Estate (18.73 %) | Financials (37.72 %) Materials (21.23 %) Real Estate (6.53 %) |
Top 3 countries | Australia (97.03 %) United States (2.97 %) | Australia (96.38 %) United States (1.44 %) United Kingdom of Great Britain and Northern Ireland (1.41 %) |
Management fee | 0.35 % | 0.4 % |
Key Summary
MVW | QOZ | |
|---|---|---|
Issuer | VanEck | BetaShares |
Tracking index | MVIS Australia Equal Weight Index - AUD | FTSE RAFI Australia 200 Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.35 % | 0.4 % |
Price | $38.23 | $16.54 |
Size | $2.594 billion | $647.614 million |
10Y return | 71.90 % | 25.21 % |
Annual distribution yield (5Y) | 4.48 % | 6.60 % |
Market | ASX | ASX |
First listed date | 06/03/2014 | 11/07/2013 |
Purchase fee | $6.50 | $6.50 |
Community Stats
MVW | QOZ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 248 | 48 |
Median incremental investment | $833.33 | $1,137.25 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,899.10 | $2,142.40 |
Average age group | > 35 | > 35 |
Pros and Cons
MVW | QOZ | |
|---|---|---|
Pros |
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Cons |
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MVW | QOZ |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |