Compare AU

Compare PMGOLD vs. QOZ

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

Gold

ASX

Buy

Buy

Overview
Performance

Overview

When it comes to investing in the Australian stock market, shares and ETFs are a popular choice. Two options in the ASX are PMGOLD and QOZ. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

PMGOLD

QOZ

Popularity

Low

Low

Pearlers invested

530

49

Median incremental investment

$993.50

$1,143.50

Median investment frequency

Monthly

Monthly

Median total investment

$2,216.16

$2,384.31

Average age group

> 35

> 35


Key Summary

PMGOLD

QOZ

Strategy

PMGOLD.AX was created on 2003-05-09 by Perth Mint. The fund's investment portfolio concentrates primarily on gold commodities. PMGOLD.AX is designed to track the international price of gold in Australian dollars and offers investors a simple, low cost way to access the returns on gold.

QOZ.AX was created on 2013-07-10 by BetaShares. The fund's investment portfolio concentrates primarily on large cap equity. The ETF currently has 671.17m in AUM and 192 holdings. 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

Gold (100 %)

BHP GROUP LTD (10.27 %)

COMMONWEALTH BANK OF AUSTRALIA (9.08 %)

WESTPAC BANKING CORP (6.92 %)

Top 3 industries

Financials (38.10 %)

Materials (21.42 %)

Real Estate (6.48 %)

Top 3 countries

Australia (96.38 %)

United States (1.44 %)

United Kingdom of Great Britain and Northern Ireland (1.41 %)

Management fee

0.15 %

0.4 %


Key Summary

PMGOLD

QOZ

Issuer

Perth Mint

BetaShares

Tracking index

LBMA Gold Price AM - AUD - Benchmark Price Return

FTSE RAFI Australia 200 Index - AUD

Asset class

ETF

ETF

Management fee

0.15 %

0.4 %

Price

$46.17

$16.91

Size

N/A

$672.659 million

10Y return

192.96 %

26.29 %

Annual dividend/ distribution yield (5Y)

- %

6.60 %

Market

ASX

ASX

First listed date

29/12/2010

11/07/2013

Purchase fee

$6.50

$6.50


Community Stats

PMGOLD

QOZ

Popularity

Low

Low

Pearlers invested

530

49

Median incremental investment

$993.50

$1,143.50

Median investment frequency

Monthly

Monthly

Median total investment

$2,216.16

$2,384.31

Average age group

> 35

> 35


Pros and Cons

PMGOLD

QOZ

Pros

  • Lower management fee

  • Higher price growth

  • Higher exposure to AU market

  • Higher exposure to US market

  • Higher distribution yield

Cons

  • Lower exposure to AU market

  • Lower exposure to US market

  • Lower distribution yield

  • Higher management fee

  • Lower price growth

PMGOLD

QOZ

Lower exposure to AU market

Higher exposure to AU market

Lower exposure to US market

Higher 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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