Compare AU
Compare QOZ vs. IEU
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 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 | |
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Pros |
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Cons |
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QOZ | IEU |
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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 |