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Compare QOZ vs. GEAR
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 Geared Australian Equities Complex ETF (GEAR). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
QOZ | GEAR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 71 | 296 |
Median incremental investment | $1,205.81 | $1,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,921.88 | $2,264.34 |
Average age group | > 35 | 26 - 35 |
Key Summary
QOZ | GEAR | |
|---|---|---|
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 1093.8m in AUM and 195 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. | GEAR.AX was created on 2014-04-30 by BetaShares. The fund's investment portfolio concentrates primarily on large cap equity. The ETF currently has 564.7m in AUM and 201 holdings. The Fund aims to provide investors with geared exposure to a diversified portfolio of Australian shares as simply as buying any share on the ASX. As the fund is internally geared, investors do not need to take out margin loans and do not have the possibility of margin calls in relation to their investment in the Fund. |
Top 3 holdings | SPI 200 FUTURES MAR26 (0 %) BHP GROUP LTD (14.72 %) COMMONWEALTH BANK OF AUSTRALIA (6.64 %) | COMMONWEALTH BANK OF AUSTRALIA (23.45 %) BHP GROUP LTD (21.42 %) NATIONAL AUSTRALIA BANK LTD (11.77 %) |
Top 3 industries | Financials (31.95 %) Materials (24.29 %) Energy (7.33 %) | Other (36.19 %) Financials (21.66 %) Materials (11.94 %) |
Top 3 countries | Australia (92.20 %) United States (6.36 %) United Kingdom of Great Britain and Northern Ireland (0.94 %) | Australia (95.42 %) United States (3.04 %) New Zealand (0.60 %) |
Management fee | 0.4 % | 0.8 % |
Key Summary
QOZ | GEAR | |
|---|---|---|
Issuer | BetaShares | BetaShares |
Tracking index | FTSE RAFI Australia 200 Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.4 % | 0.8 % |
Price | $18.73 | $34.74 |
Size | $1.036 billion | $533.198 million |
10Y return | 64.30 % | 99.20 % |
Annual distribution yield (5Y) | 5.35 % | 5.62 % |
Market | ASX | ASX |
First listed date | 11/07/2013 | 02/05/2014 |
Purchase fee | $6.50 | $6.50 |
Community Stats
QOZ | GEAR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 71 | 296 |
Median incremental investment | $1,205.81 | $1,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,921.88 | $2,264.34 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
QOZ | GEAR | |
|---|---|---|
Pros |
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Cons |
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QOZ | GEAR |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Lower management fee | Higher management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |