Compare AU

Compare MVW vs. QOZ

Compare shares and ETFs on the ASX that you can trade on Pearler.

VanEck Australian Equal Weight ETF

ASX

Buy

Buy

Overview
Performance

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

250

46

Median incremental investment

$833.00

$1,100.42

Median investment frequency

Monthly

Monthly

Median total investment

$3,968.64

$2,079.13

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 %)

Arcadium Lithium PLC CDI (1.55 %)

Pro Medicus Ltd (1.48 %)

BHP GROUP LTD (10.47 %)

COMMONWEALTH BANK OF AUSTRALIA (8.82 %)

WESTPAC BANKING CORP (6.81 %)

Top 3 industries

Industrials (53.31 %)

Real Estate (18.73 %)

Utilities (18.65 %)

Financials (36.88 %)

Materials (21.64 %)

Real Estate (6.41 %)

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

$37.82

$16.37

Size

$2.614 billion

$653.401 million

10Y return

84.85 %

35.85 %

Annual distribution yield (5Y)

4.98 %

7.25 %

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

250

46

Median incremental investment

$833.00

$1,100.42

Median investment frequency

Monthly

Monthly

Median total investment

$3,968.64

$2,079.13

Average age group

> 35

> 35


Pros and Cons

MVW

QOZ

Pros

  • Higher exposure to AU market

  • Higher exposure to US market

  • Lower management fee

  • Higher price growth

  • Higher distribution yield

Cons

  • Lower distribution yield

  • Lower exposure to AU market

  • Lower exposure to US market

  • Higher management fee

  • Lower price growth

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

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