Compare AU

Compare QOZ vs. AASF

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, shares and ETFs are a popular choice. Two options in the ASX are QOZ and AASF. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

QOZ

AASF

Popularity

Low

Low

Pearlers invested

41

14

Median incremental investment

$1,100.42

$1,993.50

Median investment frequency

Monthly

Monthly

Median total investment

$2,450.88

$1,491.56

Average age group

> 35

26 - 35


Key Summary

QOZ

AASF

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 618.2m 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.

N/A

Top 3 holdings

BHP GROUP LTD (11.60 %)

COMMONWEALTH BANK OF AUSTRALIA (7.81 %)

WESTPAC BANKING CORP (6.09 %)

Airlie Australian Share Fund (Managed Fund) (100 %)

Top 3 industries

Financials (34.28 %)

Materials (23.35 %)

Energy (6.59 %)

Top 3 countries

Management fee

0.4 %

0 %


Key Summary

QOZ

AASF

Issuer

BetaShares

Tracking index

FTSE RAFI Australia 200 Index - AUD

Asset class

ETF

Stock

Management fee

0.4 %

0 %

Price

$16.55

$3.93

Size

$620.424 million

N/A

10Y return

31.45 %

N/A

Annual distribution/ dividend yield (5Y)

6.69 %

4.30 %

Market

ASX

ASX

First listed date

11/07/2013

03/06/2020

Purchase fee

$6.50

$6.50


Community Stats

QOZ

AASF

Popularity

Low

Low

Pearlers invested

41

14

Median incremental investment

$1,100.42

$1,993.50

Median investment frequency

Monthly

Monthly

Median total investment

$2,450.88

$1,491.56

Average age group

> 35

26 - 35


Pros and Cons

QOZ

AASF

Pros

  • Exposure to more markets and sectors

  • Higher price growth

  • Higher dividend/distribution yield

Cons

  • Exposure to 1 market and 1 sector only

  • Lower price growth

  • Lower dividend/distribution yield

QOZ

AASF

Exposure to more markets and sectors

Exposure to 1 market and 1 sector only

Higher price growth

Lower price growth

Higher dividend/distribution yield

Lower dividend/distribution yield

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