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Compare QMAX vs. OZF
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 Nasdaq 100 Yield Maximiser Complex ETF (QMAX) and the State Street SPDR S&P/ASX 200 Financials Ex A-REIT ETF (OZF). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
QMAX | OZF | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 15 | 17 |
Median incremental investment | $899.26 | $525.50 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $6,598.79 | $1,375.88 |
Average age group | > 35 | > 35 |
Key Summary
QMAX | OZF | |
|---|---|---|
Strategy | QMAX.AX was created on 2022-10-04 by BetaShares. The fund's investment portfolio concentrates primarily on large cap equity. QMAX.AX aims to provide regular income along with exposure to a portfolio of the top 100 companies listed on the Nasdaq stock market. | OZF.AX was created on 2011-04-13 by State Street . The fund's investment portfolio concentrates primarily on financials equity. The ETF currently has 45.38m in AUM and 32 holdings. The State Street SPDR S&P/ASX 200 Financials EX A-REIT ETF seeks to closely track, before fees and expenses, the returns of the S&P/ASX 200 Financials Ex A-REIT Index. |
Top 3 holdings | INVESCO NASDAQ 100 ETF (66.43 %) BETASHARES NASDAQ 100 ETF (32.88 %) USD - UNITED STATES DOLLAR (0.68 %) | Commonwealth Bank of Australia (29.97 %) Westpac Banking Corp (15.20 %) National Australia Bank Ltd (14.97 %) |
Top 3 industries | Other (99.97 %) Communication Services (0.00 %) | Financials (100.00 %) Other (3.18 %) |
Top 3 countries | United States (96.17 %) Canada (1.38 %) Netherlands (0.96 %) | Australia (99.24 %) United States (0.58 %) New Zealand (0.18 %) |
Management fee | 0.68 % | 0.4 % |
Key Summary
QMAX | OZF | |
|---|---|---|
Issuer | BetaShares | State Street |
Tracking index | S&P/ASX 200 Financials Ex-A-REIT - AUD | |
Asset class | ETF | ETF |
Management fee | 0.68 % | 0.4 % |
Price | $27.61 | $31.27 |
Size | $31.338 million | $44.628 million |
10Y return | N/A | 80.33 % |
Annual distribution yield (5Y) | 5.74 % | 4.14 % |
Market | ASX | ASX |
First listed date | 06/10/2022 | 13/04/2011 |
Purchase fee | $6.50 | $6.50 |
Community Stats
QMAX | OZF | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 15 | 17 |
Median incremental investment | $899.26 | $525.50 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $6,598.79 | $1,375.88 |
Average age group | > 35 | > 35 |
Pros and Cons
QMAX | OZF | |
|---|---|---|
Pros |
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Cons |
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QMAX | OZF |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |