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Compare QLTY 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 Betashares Global Quality Leaders ETF (QLTY) 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
QLTY | QOZ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 124 | 58 |
Median incremental investment | $1,173.50 | $1,196.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,785.44 | $2,339.27 |
Average age group | > 35 | > 35 |
Key Summary
QLTY | QOZ | |
|---|---|---|
Strategy | QLTY.AX was created on 2018-11-05 by BetaShares. The fund's investment portfolio concentrates primarily on total market equity. QLTY.AX aims to track an index (before fees and expenses) that comprises 150 global companies (ex-Australia) ranked by highest quality score | 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 | NZD - NEW ZEALAND DOLLAR (0 %) NETFLIX INC (2.45 %) INTUIT INC (2.37 %) | SPI 200 FUTURES JUN25 (0 %) BHP GROUP LTD (12.10 %) COMMONWEALTH BANK OF AUSTRALIA (7.82 %) |
Top 3 industries | Other (34.15 %) Information Technology (27.54 %) Industrials (10.88 %) | Financials (32.95 %) Materials (23.23 %) Energy (6.71 %) |
Top 3 countries | United States (67.42 %) Japan (10.43 %) Switzerland (4.55 %) | 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
QLTY | QOZ | |
|---|---|---|
Issuer | BetaShares | BetaShares |
Tracking index | iSTOXX MUTB Global ex-Australia Quality Leaders Index - AUD | FTSE RAFI Australia 200 Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.35 % | 0.4 % |
Price | $32.02 | $16.89 |
Size | $780.418 million | $724.489 million |
10Y return | N/A | 31.34 % |
Annual distribution yield (5Y) | 2.63 % | 6.60 % |
Market | ASX | ASX |
First listed date | 07/11/2018 | 11/07/2013 |
Purchase fee | $6.50 | $6.50 |
Community Stats
QLTY | QOZ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 124 | 58 |
Median incremental investment | $1,173.50 | $1,196.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,785.44 | $2,339.27 |
Average age group | > 35 | > 35 |
Pros and Cons
QLTY | QOZ | |
|---|---|---|
Pros |
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Cons |
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QLTY | QOZ |
|---|---|
Lower exposure to AU market | Higher 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 |