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Compare QOZ vs. IVE
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 Australia 200 Fundamental Value ETF (QOZ) and the MSCI EAFE Europe, Australasia and the Far East (IVE). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
QOZ | IVE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 92 | 92 |
Median incremental investment | $1,191.11 | $1,409.19 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,505.60 | $5,014.92 |
Average age group | > 35 | 26 - 35 |
Key Summary
QOZ | IVE | |
|---|---|---|
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. | IVE.AX was created on 2001-08-14 by iShares. The fund's investment portfolio concentrates primarily on total market equity. The fund aims to provide investors with the performance of the MSCI EAFE Index, before fees and expenses. The index is designed to measure the performance of stocks from Europe, Australasia and the Far East and may include large- or mid-capitalisation companies. |
Top 3 holdings | SPI 200 FUTURES DEC26 (0 %) BHP GROUP LTD (13.89 %) COMMONWEALTH BANK OF AUSTRALIA (5.81 %) | ISHARES MSCI EAFE ETF (99.96 %) AUD CASH (0.04 %) USD CASH (0.00 %) |
Top 3 industries | Financials (31.95 %) Materials (24.29 %) Energy (7.33 %) | Other (99.86 %) Communication Services (0.14 %) |
Top 3 countries | Australia (92.20 %) United States (6.36 %) United Kingdom of Great Britain and Northern Ireland (0.94 %) | Japan (22.34 %) United Kingdom of Great Britain and Northern Ireland (14.41 %) Germany (9.65 %) |
Management fee | 0.4 % | 0.32 % |
Key Summary
QOZ | IVE | |
|---|---|---|
Issuer | BetaShares | iShares |
Tracking index | FTSE RAFI Australia 200 Index - AUD | MSCI EAFE Index - USD - Benchmark TR Net |
Asset class | ETF | ETF |
Management fee | 0.4 % | 0.32 % |
Price | $19.20 | $145.36 |
Size | $1.417 billion | $613.170 million |
10Y return | 58.81 % | 88.39 % |
Annual distribution yield (5Y) | 5.34 % | 2.97 % |
Market | ASX | ASX |
First listed date | 11/07/2013 | 10/10/2007 |
Purchase fee | $6.50 | $6.50 |
Community Stats
QOZ | IVE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 92 | 92 |
Median incremental investment | $1,191.11 | $1,409.19 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,505.60 | $5,014.92 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
QOZ | IVE | |
|---|---|---|
Pros |
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Cons |
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QOZ | IVE |
|---|---|
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 |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |