Compare AU
Compare QOZ vs. HVLU
Compare shares and ETFs on the ASX that you can trade on Pearler.
Overview
When it comes to investing in the Australian stock market, shares and ETFs are a popular choice. Two options in the ASX are QOZ and HVLU. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
QOZ | HVLU | |
|---|---|---|
Popularity | Low | N/A |
Pearlers invested | 45 | 0 |
Median incremental investment | $1,131.00 | $0 |
Median investment frequency | Monthly | N/A |
Median total investment | $2,265.96 | $0 |
Average age group | > 35 | N/A |
Key Summary
QOZ | HVLU | |
|---|---|---|
Strategy | QOZ.AX was created on 2013-07-10 by BetaShares. The fund's investment portfolio concentrates primarily on large cap equity. 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. | HVLU.AX was created on 2023-11-07 by VanEck. The fund's investment portfolio concentrates primarily on total market equity. Each Fund aims to provide investment returns before fees and other costs which track the performance of its Reference Index in Australian dollars. |
Top 3 holdings | BHP GROUP LTD (10.57 %) COMMONWEALTH BANK OF AUSTRALIA (9.04 %) WESTPAC BANKING CORP (6.92 %) | VanEck MSCI International Value (Aud Hedged) ETF (100 %) |
Top 3 industries | Financials (36.82 %) Materials (21.49 %) Real Estate (6.59 %) | |
Top 3 countries | Australia (96.38 %) United States (1.44 %) United Kingdom of Great Britain and Northern Ireland (1.41 %) | |
Management fee | 0.4 % | 0.29 % |
Key Summary
QOZ | HVLU | |
|---|---|---|
Issuer | BetaShares | VanEck |
Tracking index | FTSE RAFI Australia 200 Index - AUD | MSCI World ex Australia Enhanced Value Top 250 Select 100% Hedged to AUD Index - AUD - Benchmark TR Net Hedged |
Asset class | ETF | ETF |
Management fee | 0.4 % | 0.29 % |
Price | $16.12 | $26.73 |
Size | $623.123 million | $5.272 million |
10Y return | 30.21 % | N/A |
Annual distribution/ dividend yield (5Y) | 6.69 % | 0.78 % |
Market | ASX | ASX |
First listed date | 11/07/2013 | 08/11/2023 |
Purchase fee | $6.50 | $6.50 |
Community Stats
QOZ | HVLU | |
|---|---|---|
Popularity | Low | N/A |
Pearlers invested | 45 | 0 |
Median incremental investment | $1,131.00 | $0 |
Median investment frequency | Monthly | N/A |
Median total investment | $2,265.96 | $0 |
Average age group | > 35 | N/A |
Pros and Cons
QOZ | HVLU | |
|---|---|---|
Pros |
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Cons |
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QOZ | HVLU |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |