Compare AU
Compare QOZ vs. IOZ
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 Core S&P/ASX 200 ETF (IOZ). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
QOZ | IOZ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 45 | 700 |
Median incremental investment | $1,115.92 | $1,007.53 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,268.72 | $2,373.09 |
Average age group | > 35 | 26 - 35 |
Key Summary
QOZ | IOZ | |
|---|---|---|
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. | The fund seeks to track the performance of the S&P/ASX 200 Accumulation Index before considering fees, expenses, and taxes. The index consists of the 200 largest Australian securities listed on the ASX. |
Top 3 holdings | BHP GROUP LTD (11.60 %) COMMONWEALTH BANK OF AUSTRALIA (7.81 %) WESTPAC BANKING CORP (6.09 %) | COMMONWEALTH BANK OF AUSTRALIA (9.67 %) BHP GROUP LTD (8.63 %) CSL LTD (5.87 %) |
Top 3 industries | Financials (34.28 %) Materials (23.35 %) Energy (6.59 %) | Financials (32.62 %) Materials (18.81 %) Health Care (8.87 %) |
Top 3 countries | Australia (96.38 %) United States (1.44 %) United Kingdom of Great Britain and Northern Ireland (1.41 %) | Australia (94.85 %) United States (3.08 %) New Zealand (1.58 %) |
Management fee | 0.4 % | 0.05 % |
Key Summary
QOZ | IOZ | |
|---|---|---|
Issuer | BetaShares | iShares |
Tracking index | FTSE RAFI Australia 200 Index - AUD | S&P ASX 200 |
Asset class | ETF | ETF |
Management fee | 0.4 % | 0.05 % |
Price | $16.44 | $33.19 |
Size | $635.716 million | $6.218 billion |
10Y return | 32.15 % | 41.90 % |
Annual distribution yield (5Y) | 6.69 % | 5.36 % |
Market | ASX | ASX |
First listed date | 11/07/2013 | 09/12/2010 |
Purchase fee | $6.50 | $6.50 |
Community Stats
QOZ | IOZ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 45 | 700 |
Median incremental investment | $1,115.92 | $1,007.53 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,268.72 | $2,373.09 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
QOZ | IOZ | |
|---|---|---|
Pros |
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Cons |
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QOZ | IOZ |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
Lower exposure to US market | Higher exposure to US market |
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |