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Compare QOZ vs. GARP
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 Global X S&P World Ex Australia Garp ETF (GARP). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
QOZ | GARP | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 85 | 63 |
Median incremental investment | $1,199.81 | $1,018.25 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,956.20 | $2,101.84 |
Average age group | > 35 | > 35 |
Key Summary
QOZ | GARP | |
|---|---|---|
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 1265.65m in AUM and 198 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. | GARP.AX was created on 2024-09-24 by Global X. The fund's investment portfolio concentrates primarily on total market equity. The investment objective of the Fund is to provide investors with a return that (before fees and expenses) tracks the performance of the S&P World Ex-Australia GARP.AX Index. |
Top 3 holdings | SPI 200 FUTURES SEP26 (0 %) BHP GROUP LTD (14.12 %) COMMONWEALTH BANK OF AUSTRALIA (7.06 %) | Meta Platforms Inc Class A (5.67 %) NVIDIA Corp (5.04 %) Alphabet Inc Class C (4.98 %) |
Top 3 industries | Financials (31.95 %) Materials (24.29 %) Energy (7.33 %) | Information Technology (29.10 %) Other (22.79 %) Communication Services (20.23 %) |
Top 3 countries | Australia (92.20 %) United States (6.36 %) United Kingdom of Great Britain and Northern Ireland (0.94 %) | United States (66.30 %) Japan (9.13 %) Netherlands (4.36 %) |
Management fee | 0.4 % | 0 % |
Key Summary
QOZ | GARP | |
|---|---|---|
Issuer | BetaShares | Global X |
Tracking index | FTSE RAFI Australia 200 Index - AUD | S&P World Ex-Australia GARP Index - AUD - Benchmark TR Gross |
Asset class | ETF | ETF |
Management fee | 0.4 % | 0 % |
Price | $18.95 | $12.22 |
Size | $1.276 billion | $134.698 million |
10Y return | 63.64 % | N/A |
Annual distribution yield (5Y) | 5.34 % | 2.79 % |
Market | ASX | ASX |
First listed date | 11/07/2013 | 25/09/2024 |
Purchase fee | $6.50 | $6.50 |
Community Stats
QOZ | GARP | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 85 | 63 |
Median incremental investment | $1,199.81 | $1,018.25 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,956.20 | $2,101.84 |
Average age group | > 35 | > 35 |
Pros and Cons
QOZ | GARP | |
|---|---|---|
Pros |
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Cons |
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QOZ | GARP |
|---|---|
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 |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |