Compare AU

Compare QOZ vs. GLOB

Compare shares and ETFs on the ASX that you can trade on Pearler.

BetaShares FTSE Rafi Australia 200 ETF

ASX

Buy

Buy

Overview
Performance

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 Barrow Hanley Global Share Fund (Managed Fund) (GLOB). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

QOZ

GLOB

Popularity

Low

Low

Pearlers invested

41

4

Median incremental investment

$1,100.42

$967.87

Median investment frequency

Monthly

Monthly

Median total investment

$2,476.04

$2,713.18

Average age group

> 35

26 - 35


Key Summary

QOZ

GLOB

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 618.2m in AUM and 192 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.

GLOB.AX was created on 2022-06-06 by Barrow Hanley. The fund's investment portfolio concentrates primarily on total market equity. The fund aims to provide investors with long-term capital growth through investment in quality global shares and to outperform the MSCI World Net Total Return Index (AUD) (before fees and taxes) over rolling three-year periods.

Top 3 holdings

BHP GROUP LTD (11.60 %)

COMMONWEALTH BANK OF AUSTRALIA (7.81 %)

WESTPAC BANKING CORP (6.09 %)

Bank of Nova Scotia (3.12 %)

Sanofi SA (3.01 %)

Enbridge Inc (3.00 %)

Top 3 industries

Financials (34.28 %)

Materials (23.35 %)

Energy (6.59 %)

Health Care (20.54 %)

Utilities (18.33 %)

Materials (17.25 %)

Top 3 countries

United States (51.22 %)

France (7.50 %)

Canada (7.35 %)

Management fee

0.4 %

0.99 %


Key Summary

QOZ

GLOB

Issuer

BetaShares

Barrow Hanley

Tracking index

FTSE RAFI Australia 200 Index - AUD

MSCI World Index

Asset class

ETF

ETF

Management fee

0.4 %

0.99 %

Price

$16.73

$4.63

Size

$620.424 million

N/A

10Y return

31.53 %

N/A

Annual distribution yield (5Y)

6.69 %

3.54 %

Market

ASX

ASX

First listed date

11/07/2013

05/06/2022

Purchase fee

$6.50

$6.50


Community Stats

QOZ

GLOB

Popularity

Low

Low

Pearlers invested

41

4

Median incremental investment

$1,100.42

$967.87

Median investment frequency

Monthly

Monthly

Median total investment

$2,476.04

$2,713.18

Average age group

> 35

26 - 35


Pros and Cons

QOZ

GLOB

Pros

  • Lower management fee

  • Higher price growth

  • Higher distribution yield

  • Higher exposure to US market

Cons

  • Lower exposure to US market

  • Higher management fee

  • Lower price growth

  • Lower distribution yield

QOZ

GLOB

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

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