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Compare QOZ vs. BNKS
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 Global Banks Currency Hedged ETF (BNKS). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
QOZ | BNKS | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 63 | 60 |
Median incremental investment | $1,199.16 | $948.89 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,719.50 | $1,664.28 |
Average age group | > 35 | > 35 |
Key Summary
QOZ | BNKS | |
|---|---|---|
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 940.89m in AUM and 196 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. | BNKS.AX was created on 2016-07-28 by BetaShares. The fund's investment portfolio concentrates primarily on financials equity. BNKS.AX aims to track the performance of an index (before fees and expenses) that comprises the largest global banks (ex-Australia), hedged into Australian dollars. |
Top 3 holdings | SPI 200 FUTURES MAR26 (0 %) BHP GROUP LTD (13.98 %) NEWMONT CORP (6.23 %) | BRL - BRAZILIAN REAL (0 %) AUD - AUSTRALIA DOLLAR (0 %) CAD - CANADA DOLLAR (0 %) |
Top 3 industries | Financials (31.95 %) Materials (24.29 %) Energy (7.33 %) | Other (85.83 %) Communication Services (33.49 %) Financials (10.82 %) |
Top 3 countries | Australia (96.38 %) United States (1.44 %) United Kingdom of Great Britain and Northern Ireland (1.41 %) | United States (34.16 %) Canada (15.63 %) Japan (8.37 %) |
Management fee | 0.4 % | 0.57 % |
Key Summary
QOZ | BNKS | |
|---|---|---|
Issuer | BetaShares | BetaShares |
Tracking index | FTSE RAFI Australia 200 Index - AUD | Nasdaq Global ex-Australia Banks Hedged AUD Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.4 % | 0.57 % |
Price | $18.49 | $12.31 |
Size | $969.349 million | $156.392 million |
10Y return | 76.77 % | N/A |
Annual distribution yield (5Y) | 5.35 % | 2.26 % |
Market | ASX | ASX |
First listed date | 11/07/2013 | 01/08/2016 |
Purchase fee | $6.50 | $6.50 |
Community Stats
QOZ | BNKS | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 63 | 60 |
Median incremental investment | $1,199.16 | $948.89 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,719.50 | $1,664.28 |
Average age group | > 35 | > 35 |
Pros and Cons
QOZ | BNKS | |
|---|---|---|
Pros |
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Cons |
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QOZ | BNKS |
|---|---|
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 |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |