Compare AU

Compare QOZ vs. IHD

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 S&P/ASX Div Opportunities Esg Screened ETF (IHD). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

QOZ

IHD

Popularity

Low

Low

Pearlers invested

41

30

Median incremental investment

$1,100.42

$660.98

Median investment frequency

Monthly

Monthly

Median total investment

$2,427.20

$1,325.25

Average age group

> 35

> 35


Key Summary

QOZ

IHD

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.

IHD.AX was created on 2010-12-06 by iShares. The fund's investment portfolio concentrates primarily on high dividend yield equity. The ETF currently has 312.86m in AUM and 51 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 50 ASX listed stocks that offer high dividend yields while meeting diversification, profitability and tradability requirements as well as being screened for sustainability considerations

Top 3 holdings

BHP GROUP LTD (11.60 %)

COMMONWEALTH BANK OF AUSTRALIA (7.81 %)

WESTPAC BANKING CORP (6.09 %)

RIO TINTO LTD (9.87 %)

FORTESCUE LTD (8.72 %)

WESTPAC BANKING CORPORATION CORP (8.18 %)

Top 3 industries

Financials (34.28 %)

Materials (23.35 %)

Energy (6.59 %)

Financials (42.51 %)

Materials (22.84 %)

Industrials (13.44 %)

Top 3 countries

Australia (98.78 %)

New Zealand (0.56 %)

Ireland (0.33 %)

Management fee

0.4 %

0.23 %


Key Summary

QOZ

IHD

Issuer

BetaShares

iShares

Tracking index

FTSE RAFI Australia 200 Index - AUD

S&P/ASX Dividend Opportunities Index - AUD

Asset class

ETF

ETF

Management fee

0.4 %

0.23 %

Price

$16.40

$14.25

Size

$620.424 million

$310.674 million

10Y return

29.75 %

-6.80 %

Annual distribution yield (5Y)

6.69 %

7.42 %

Market

ASX

ASX

First listed date

11/07/2013

09/12/2010

Purchase fee

$6.50

$6.50


Community Stats

QOZ

IHD

Popularity

Low

Low

Pearlers invested

41

30

Median incremental investment

$1,100.42

$660.98

Median investment frequency

Monthly

Monthly

Median total investment

$2,427.20

$1,325.25

Average age group

> 35

> 35


Pros and Cons

QOZ

IHD

Pros

  • Higher exposure to AU market

  • Higher price growth

  • Lower management fee

  • Higher distribution yield

Cons

  • Higher management fee

  • Lower distribution yield

  • Lower exposure to AU market

  • Lower price growth

QOZ

IHD

Higher exposure to AU market

Lower exposure to AU market

Higher management fee

Lower management fee

Higher price growth

Lower price growth

Lower distribution yield

Higher distribution yield

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