Compare AU

Compare QOZ vs. IHCB

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 Core Global Corporate Bond(Aud Hedged) ETF (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

41

5

Median incremental investment

$1,100.42

$2,790.50

Median investment frequency

Monthly

Fortnightly

Median total investment

$2,437.56

$3,510.00

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 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.

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 (11.60 %)

COMMONWEALTH BANK OF AUSTRALIA (7.81 %)

WESTPAC BANKING CORP (6.09 %)

ISH GLBL CRP BND ETF USD DIST (96.93 %)

USD/AUD (2.50 %)

EUR/AUD (0.40 %)

Top 3 industries

Financials (34.28 %)

Materials (23.35 %)

Energy (6.59 %)

Other (82.47 %)

Communication Services (0.00 %)

Top 3 countries

Australia (98.78 %)

New Zealand (0.56 %)

Ireland (0.33 %)

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

$16.47

$90.00

Size

$620.424 million

$313.917 million

10Y return

29.58 %

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

41

5

Median incremental investment

$1,100.42

$2,790.50

Median investment frequency

Monthly

Fortnightly

Median total investment

$2,437.56

$3,510.00

Average age group

> 35

26 - 35


Pros and Cons

QOZ

IHCB

Pros

  • Higher exposure to AU market

  • Higher price growth

  • Higher distribution yield

  • Lower management fee

Cons

  • Higher management fee

  • Lower exposure to AU market

  • Lower price growth

  • Lower distribution yield

QOZ

IHCB

Higher exposure to AU market

Lower exposure to AU market

Higher management fee

Lower management fee

Higher price growth

Lower price growth

Higher distribution yield

Lower distribution yield

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