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Compare QOZ vs. IGB
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 Treasury ETF (IGB). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
QOZ | IGB | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 61 | 7 |
Median incremental investment | $1,213.43 | $832.98 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $2,628.00 | $1,481.40 |
Average age group | > 35 | 26 - 35 |
Key Summary
QOZ | IGB | |
|---|---|---|
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. | IGB.AX was created on 2012-03-12 by iShares. The fund's investment portfolio concentrates primarily on investment grade fixed income. The ETF currently has 414.59m in AUM and 31 holdings. The Fund aims to provide investors with the performance of an index, before fees and expenses. The index is designed to measure the performance of the Australian bond market and is comprised of fixed income securities issued by the Australian Treasury. |
Top 3 holdings | SPI 200 FUTURES DEC25 (0 %) BHP GROUP LTD (12.83 %) COMMONWEALTH BANK OF AUSTRALIA (6.59 %) | AUSTRALIA (COMMONWEALTH OF) RegS (5.50 %) AUSTRALIA (COMMONWEALTH OF) RegS (5.37 %) AUSTRALIA (COMMONWEALTH OF) RegS (5.32 %) |
Top 3 industries | Financials (31.95 %) Materials (24.29 %) Energy (7.33 %) | Other (99.83 %) Communication Services (0.17 %) |
Top 3 countries | Australia (96.38 %) United States (1.44 %) United Kingdom of Great Britain and Northern Ireland (1.41 %) | |
Management fee | 0.4 % | 0.26 % |
Key Summary
QOZ | IGB | |
|---|---|---|
Issuer | BetaShares | iShares |
Tracking index | FTSE RAFI Australia 200 Index - AUD | Bloomberg AusBond Treasury (0+Y) |
Asset class | ETF | ETF |
Management fee | 0.4 % | 0.26 % |
Price | $18.23 | $98.42 |
Size | $846.817 million | $417.015 million |
10Y return | 63.94 % | -3.49 % |
Annual distribution yield (5Y) | 5.19 % | 1.80 % |
Market | ASX | ASX |
First listed date | 11/07/2013 | 14/03/2012 |
Purchase fee | $6.50 | $6.50 |
Community Stats
QOZ | IGB | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 61 | 7 |
Median incremental investment | $1,213.43 | $832.98 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $2,628.00 | $1,481.40 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
QOZ | IGB | |
|---|---|---|
Pros |
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Cons |
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QOZ | IGB |
|---|---|
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 |