Compare AU

Compare QOZ vs. IEU

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 iShares Europe ETF (IEU). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

QOZ

IEU

Popularity

Low

Low

Pearlers invested

41

56

Median incremental investment

$1,100.42

$1,000.00

Median investment frequency

Monthly

Monthly

Median total investment

$2,476.04

$1,979.04

Average age group

> 35

26 - 35


Key Summary

QOZ

IEU

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.

IEU.AX was created on 2000-07-25 by iShares. The fund's investment portfolio concentrates primarily on total market equity. The fund aims to provide investors with the performance of the S&P Europe 350TM Index, before fees and expenses. The index is designed to measure the performance of large capitalisation equities and covers 16 major developed European markets

Top 3 holdings

BHP GROUP LTD (11.60 %)

COMMONWEALTH BANK OF AUSTRALIA (7.81 %)

WESTPAC BANKING CORP (6.09 %)

ISHARES EUROPE ETF TRUST (99.88 %)

AUD CASH (0.11 %)

USD CASH (0.02 %)

Top 3 industries

Financials (34.28 %)

Materials (23.35 %)

Energy (6.59 %)

Other (99.93 %)

Communication Services (0.07 %)

Top 3 countries

Australia (98.78 %)

New Zealand (0.56 %)

Ireland (0.33 %)

United States (99.88 %)

Management fee

0.4 %

0.59 %


Key Summary

QOZ

IEU

Issuer

BetaShares

iShares

Tracking index

FTSE RAFI Australia 200 Index - AUD

S&P Europe 350 Index - AUD

Asset class

ETF

ETF

Management fee

0.4 %

0.59 %

Price

$16.73

$82.46

Size

$620.424 million

$797.307 million

10Y return

31.53 %

63.68 %

Annual distribution yield (5Y)

6.69 %

2.40 %

Market

ASX

ASX

First listed date

11/07/2013

10/10/2007

Purchase fee

$6.50

$6.50


Community Stats

QOZ

IEU

Popularity

Low

Low

Pearlers invested

41

56

Median incremental investment

$1,100.42

$1,000.00

Median investment frequency

Monthly

Monthly

Median total investment

$2,476.04

$1,979.04

Average age group

> 35

26 - 35


Pros and Cons

QOZ

IEU

Pros

  • Higher exposure to AU market

  • Lower management fee

  • Higher distribution yield

  • Higher exposure to US market

  • Higher price growth

Cons

  • Lower exposure to US market

  • Lower price growth

  • Lower exposure to AU market

  • Higher management fee

  • Lower distribution yield

QOZ

IEU

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

Lower price growth

Higher price growth

Higher distribution yield

Lower distribution yield

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