Compare AU
Compare QOZ vs. BEAR
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 FTSE Rafi Australia 200 ETF (QOZ) and the BetaShares Australian Equities Bear (Hedge Fund) (BEAR). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
QOZ | BEAR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 45 | 3 |
Median incremental investment | $1,115.92 | $1,175.25 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,268.72 | $2,294.00 |
Average age group | > 35 | 26 - 35 |
Key Summary
QOZ | BEAR | |
|---|---|---|
Strategy | 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. | BEAR.AX was created on 2012-07-06 by BetaShares. The fund's investment portfolio concentrates primarily on large cap equity. BEAR.AX seeks to generate returns that are negatively correlated to the returns of the Australian sharemarket. The Fund expects to generate a positive return when the S&P/ASX Accumulation 200 Index falls (and a negative return when the index rises). |
Top 3 holdings | BHP GROUP LTD (11.60 %) COMMONWEALTH BANK OF AUSTRALIA (7.81 %) WESTPAC BANKING CORP (6.09 %) | SPI 200 FUTURES SEP24 (0 %) AUD - AUSTRALIA DOLLAR (47.09 %) BETASHARES AUS HIGH INTEREST ETF (29.63 %) |
Top 3 industries | Financials (34.28 %) Materials (23.35 %) Energy (6.59 %) | Other (79.79 %) Communication Services (20.21 %) |
Top 3 countries | Australia (96.38 %) United States (1.44 %) United Kingdom of Great Britain and Northern Ireland (1.41 %) | |
Management fee | 0.4 % | 1.38 % |
Key Summary
QOZ | BEAR | |
|---|---|---|
Issuer | BetaShares | BetaShares |
Tracking index | FTSE RAFI Australia 200 Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.4 % | 1.38 % |
Price | $16.44 | $7.75 |
Size | $635.716 million | $50.162 million |
10Y return | 32.15 % | -56.68 % |
Annual distribution yield (5Y) | 6.69 % | 0.28 % |
Market | ASX | ASX |
First listed date | 11/07/2013 | 09/07/2012 |
Purchase fee | $6.50 | $6.50 |
Community Stats
QOZ | BEAR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 45 | 3 |
Median incremental investment | $1,115.92 | $1,175.25 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,268.72 | $2,294.00 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
QOZ | BEAR | |
|---|---|---|
Pros |
| |
Cons |
|
QOZ | BEAR |
|---|---|
Higher exposure to AU market | Lower 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 |
Higher distribution yield | Lower distribution yield |