Compare AU

Compare QOZ vs. A200

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

BetaShares FTSE Rafi Australia 200 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 BetaShares FTSE Rafi Australia 200 ETF (QOZ) and the BetaShares Australia 200 ETF (A200). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

QOZ

A200

Popularity

Low

Medium

Pearlers invested

42

4,875

Median incremental investment

$1,137.25

$1,077.46

Median investment frequency

Monthly

Monthly

Median total investment

$2,416.70

$3,657.68

Average age group

> 35

26 - 35


Key Summary

QOZ

A200

Strategy

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 613.63m 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.

BetaShares Australia 200 ETF (ASX: A200) seeks to track the performance of the Solactive Australia 200 index before account fees, expenses, and taxes. The index tracks the largest 200 companies on the Australian Securities Exchange (ASX).

Top 3 holdings

BHP GROUP LTD (11.60 %)

COMMONWEALTH BANK OF AUSTRALIA (7.81 %)

WESTPAC BANKING CORP (6.09 %)

COMMONWEALTH BANK OF AUSTRALIA (10.75 %)

BHP GROUP LTD (8.22 %)

CSL LTD (5.45 %)

Top 3 industries

Financials (34.28 %)

Materials (23.35 %)

Energy (6.59 %)

Financials (33.72 %)

Materials (18.17 %)

Health Care (8.79 %)

Top 3 countries

Australia (96.38 %)

United States (1.44 %)

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

Australia (95.07 %)

United States (3.04 %)

New Zealand (1.41 %)

Management fee

0.4 %

0.04 %


Key Summary

QOZ

A200

Issuer

BetaShares

BetaShares

Tracking index

FTSE RAFI Australia 200 Index - AUD

Solactive Australia 200 Index - AUD

Asset class

ETF

ETF

Management fee

0.4 %

0.04 %

Price

$16.90

$140.68

Size

$614.867 million

$6.134 billion

10Y return

36.51 %

N/A

Annual distribution yield (5Y)

6.69 %

5.25 %

Market

ASX

ASX

First listed date

11/07/2013

08/05/2018

Purchase fee

$6.50

$6.50


Community Stats

QOZ

A200

Popularity

Low

Medium

Pearlers invested

42

4,875

Median incremental investment

$1,137.25

$1,077.46

Median investment frequency

Monthly

Monthly

Median total investment

$2,416.70

$3,657.68

Average age group

> 35

26 - 35


Pros and Cons

QOZ

A200

Pros

  • Higher exposure to AU market

  • Higher distribution yield

  • Higher exposure to US market

  • Lower management fee

  • Higher price growth

Cons

  • Lower exposure to US market

  • Higher management fee

  • Lower price growth

  • Lower exposure to AU market

  • Lower distribution yield

QOZ

A200

Higher exposure to AU market

Lower exposure to AU market

Lower exposure to US market

Higher exposure to US market

Higher management fee

Lower management fee

Lower price growth

Higher price growth

Higher distribution yield

Lower distribution yield

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