Compare AU
Compare QOZ vs. IHCB
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 Bloomberg Barclays Global Corporate Bond (AUD Hedged) (IHCB). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
QOZ | IHCB | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 45 | 4 |
Median incremental investment | $1,131.00 | $2,790.50 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $2,265.96 | $4,069.53 |
Average age group | > 35 | 26 - 35 |
Key Summary
QOZ | IHCB | |
|---|---|---|
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. | IHCB.AX was created on 2015-12-04 by iShares. The fund's investment portfolio concentrates primarily on investment grade fixed income. The Fund aims to provide investors with the performance of an index, before fees and expenses (including the cost of hedging). The index is designed to measure the AUD hedged performance of the global investment grade corporate fixedrate debt market. |
Top 3 holdings | BHP GROUP LTD (10.57 %) COMMONWEALTH BANK OF AUSTRALIA (9.04 %) WESTPAC BANKING CORP (6.92 %) | ISH GLBL CRP BND ETF USD DIST (102.42 %) USD CASH (0.09 %) AUD CASH (0.02 %) |
Top 3 industries | Financials (36.82 %) Materials (21.49 %) Real Estate (6.59 %) | Other (82.47 %) Communication Services (0.00 %) |
Top 3 countries | Australia (96.38 %) United States (1.44 %) United Kingdom of Great Britain and Northern Ireland (1.41 %) | |
Management fee | 0.4 % | 0.27 % |
Key Summary
QOZ | IHCB | |
|---|---|---|
Issuer | BetaShares | iShares |
Tracking index | FTSE RAFI Australia 200 Index - AUD | Bloomberg Barclays Global Aggregate Corporate Hedged to AUD Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.4 % | 0.27 % |
Price | $16.12 | $91.42 |
Size | $623.123 million | $307.336 million |
10Y return | 30.21 % | N/A |
Annual distribution yield (5Y) | 6.69 % | 3.35 % |
Market | ASX | ASX |
First listed date | 11/07/2013 | 09/12/2015 |
Purchase fee | $6.50 | $6.50 |
Community Stats
QOZ | IHCB | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 45 | 4 |
Median incremental investment | $1,131.00 | $2,790.50 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $2,265.96 | $4,069.53 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
QOZ | IHCB | |
|---|---|---|
Pros |
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Cons |
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QOZ | IHCB |
|---|---|
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 |