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Compare QOZ vs. JHGA
Compare shares and ETFs on the ASX that you can trade on Pearler.
Overview
When it comes to investing in the Australian stock market, shares and ETFs are a popular choice. Two options in the ASX are QOZ and JHGA. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
QOZ | JHGA | |
|---|---|---|
Popularity | Low | N/A |
Pearlers invested | 57 | 0 |
Median incremental investment | $1,199.16 | $0 |
Median investment frequency | Monthly | N/A |
Median total investment | $2,380.08 | $0 |
Average age group | > 35 | N/A |
Key Summary
QOZ | JHGA | |
|---|---|---|
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 736.02m in AUM and 200 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. | JHGA.AX was created on 2024-07-30 by JPMorgan. The fund's investment portfolio concentrates primarily on total market equity. The investment objective of the Fund is to provide income and long-term capital growth. |
Top 3 holdings | SPI 200 FUTURES SEP25 (0 %) BHP GROUP LTD (12.20 %) COMMONWEALTH BANK OF AUSTRALIA (8.11 %) | Jpm Gbl Equity Premium Income Hedged Complex ETF (100 %) |
Top 3 industries | Financials (32.54 %) Materials (22.81 %) Other (7.73 %) | |
Top 3 countries | Australia (96.38 %) United States (1.44 %) United Kingdom of Great Britain and Northern Ireland (1.41 %) | |
Management fee | 0.4 % | 0 % |
Key Summary
QOZ | JHGA | |
|---|---|---|
Issuer | BetaShares | JPMorgan |
Tracking index | FTSE RAFI Australia 200 Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.4 % | 0 % |
Price | $16.71 | $48.98 |
Size | $724.860 million | N/A |
10Y return | 34.76 % | N/A |
Annual distribution/ dividend yield (5Y) | 5.06 % | 3.59 % |
Market | ASX | ASX |
First listed date | 11/07/2013 | 31/07/2024 |
Purchase fee | $6.50 | $6.50 |
Community Stats
QOZ | JHGA | |
|---|---|---|
Popularity | Low | N/A |
Pearlers invested | 57 | 0 |
Median incremental investment | $1,199.16 | $0 |
Median investment frequency | Monthly | N/A |
Median total investment | $2,380.08 | $0 |
Average age group | > 35 | N/A |
Pros and Cons
QOZ | JHGA | |
|---|---|---|
Pros |
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Cons |
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QOZ | JHGA |
|---|---|
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 |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |