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Compare QMIX vs. QMAX

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

SPDR MSCI World Quality Mix Fund

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 SPDR MSCI World Quality Mix Fund (QMIX) and the BetaShares Nasdaq 100 Yield Max (Managed Fund) (QMAX). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

QMIX

QMAX

Popularity

Low

Low

Pearlers invested

16

7

Median incremental investment

$2,500.00

$1,593.50

Median investment frequency

Monthly

Monthly

Median total investment

$4,160.59

$7,315.79

Average age group

> 35

> 35


Key Summary

QMIX

QMAX

Strategy

QMIX.AX was created on 2015-09-11 by SPDR. The fund's investment portfolio concentrates primarily on total market equity. The SPDR MSCI World Quality Mix Fund seeks to provide investment results that, before fees and expenses,correspond generally to the return performance of the MSCI World Factor Mix A-Series Index (previously namedthe MSCI World Quality Mix Index), assuming all payments from the index constituents are reinvested.

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.

Top 3 holdings

Apple Inc (2.59 %)

Microsoft Corp (2.41 %)

Meta Platforms Inc Class A (2.02 %)

NDX UL 01/17/25 C22050 (0 %)

NDX UL 01/17/25 C21540 (0 %)

NDX UL 01/17/25 C22875 (0 %)

Top 3 industries

Information Technology (43.85 %)

Communication Services (20.46 %)

Health Care (14.21 %)

Other (99.97 %)

Communication Services (0.00 %)

Top 3 countries

United States (67.46 %)

Japan (7.23 %)

United Kingdom of Great Britain and Northern Ireland (3.87 %)

United States (97.16 %)

Netherlands (0.95 %)

Brazil (0.69 %)

Management fee

0.18 %

0.68 %


Key Summary

QMIX

QMAX

Issuer

SPDR

BetaShares

Tracking index

MSCI WORLD FACTOR MIX A-SERIES INDEX - USD

Asset class

ETF

ETF

Management fee

0.18 %

0.68 %

Price

$32.89

$30.61

Size

$331.439 million

$29.161 million

10Y return

N/A

N/A

Annual distribution yield (5Y)

3.95 %

3.00 %

Market

ASX

ASX

First listed date

14/09/2015

06/10/2022

Purchase fee

$6.50

$6.50


Community Stats

QMIX

QMAX

Popularity

Low

Low

Pearlers invested

16

7

Median incremental investment

$2,500.00

$1,593.50

Median investment frequency

Monthly

Monthly

Median total investment

$4,160.59

$7,315.79

Average age group

> 35

> 35


Pros and Cons

QMIX

QMAX

Pros

  • Higher exposure to AU market

  • Lower management fee

  • Higher price growth

  • Higher distribution yield

  • Higher exposure to US market

Cons

  • Lower exposure to US market

  • Lower exposure to AU market

  • Higher management fee

  • Lower price growth

  • Lower distribution yield

QMIX

QMAX

Higher exposure to AU market

Lower 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

Higher distribution yield

Lower distribution yield

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