Compare AU
Compare QOZ vs. FAIR
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 Sustainability Leaders ETF (FAIR). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
QOZ | FAIR | |
|---|---|---|
Popularity | Low | Medium |
Pearlers invested | 55 | 1,123 |
Median incremental investment | $1,196.50 | $759.14 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,299.71 | $1,627.78 |
Average age group | > 35 | 26 - 35 |
Key Summary
QOZ | FAIR | |
|---|---|---|
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 669.83m in AUM and 200 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. | The fund aims to track the performance of the NASDAQ FUTURE AUSTRALIAN SUSTAINABILITY LEADERS INDEX before considering fees, taxes, and other expenses. |
Top 3 holdings | SPI 200 FUTURES JUN25 (0 %) BHP GROUP LTD (13.11 %) COMMONWEALTH BANK OF AUSTRALIA (7.63 %) | SPI 200 FUTURES JUN25 (0 %) TELSTRA GROUP LTD (4.76 %) SUNCORP GROUP LTD (4.74 %) |
Top 3 industries | Financials (32.83 %) Materials (24.12 %) Consumer Staples (6.76 %) | Financials (18.45 %) Real Estate (17.34 %) Health Care (16.14 %) |
Top 3 countries | Australia (96.38 %) United States (1.44 %) United Kingdom of Great Britain and Northern Ireland (1.41 %) | Australia (89.09 %) New Zealand (6.19 %) United States (4.72 %) |
Management fee | 0.4 % | 0.49 % |
Key Summary
QOZ | FAIR | |
|---|---|---|
Issuer | BetaShares | BetaShares |
Tracking index | FTSE RAFI Australia 200 Index - AUD | Nasdaq Future Australian Sustainability Leaders Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.4 % | 0.49 % |
Price | $16.31 | $21.32 |
Size | $670.537 million | $1.131 billion |
10Y return | 23.56 % | N/A |
Annual distribution yield (5Y) | 6.60 % | 3.37 % |
Market | ASX | ASX |
First listed date | 11/07/2013 | 29/11/2017 |
Purchase fee | $6.50 | $6.50 |
Community Stats
QOZ | FAIR | |
|---|---|---|
Popularity | Low | Medium |
Pearlers invested | 55 | 1,123 |
Median incremental investment | $1,196.50 | $759.14 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,299.71 | $1,627.78 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
QOZ | FAIR | |
|---|---|---|
Pros |
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Cons |
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QOZ | FAIR |
|---|---|
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 |