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Compare AU

Compare QOZ vs. JHGA

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, 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

  • Higher exposure to AU market

  • Higher exposure to US market

  • Higher price growth

  • Higher distribution yield

  • Lower management fee

Cons

  • Higher management fee

  • Lower exposure to AU market

  • Lower exposure to US market

  • Lower price growth

  • Lower distribution yield

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