Compare AU
Compare QOZ vs. IHD
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 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 |
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Cons |
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QOZ | IHD |
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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 |