Compare AU
Compare QOZ vs. OZF
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 SPDR S&P/ASX 200 Financials Ex A-REIT Fund (OZF). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
QOZ | OZF | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 45 | 8 |
Median incremental investment | $1,115.92 | $521.75 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,268.72 | $1,138.79 |
Average age group | > 35 | > 35 |
Key Summary
QOZ | OZF | |
|---|---|---|
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. | OZF.AX was created on 2011-04-13 by SPDR. The fund's investment portfolio concentrates primarily on financials equity. The ETF currently has 46.33m in AUM and 32 holdings. The SPDR S&P/ASX 200 Financials EX A-REIT Fund seeks to closely track, before fees and expenses, the returns of the S&P/ASX 200 Financials Ex A-REIT Index. |
Top 3 holdings | BHP GROUP LTD (11.60 %) COMMONWEALTH BANK OF AUSTRALIA (7.81 %) WESTPAC BANKING CORP (6.09 %) | Commonwealth Bank of Australia (30.73 %) National Australia Bank Ltd (13.71 %) Westpac Banking Corp (13.39 %) |
Top 3 industries | Financials (34.28 %) Materials (23.35 %) Energy (6.59 %) | Financials (100.00 %) Other (4.52 %) |
Top 3 countries | Australia (96.38 %) United States (1.44 %) United Kingdom of Great Britain and Northern Ireland (1.41 %) | Australia (99.41 %) United States (0.59 %) |
Management fee | 0.4 % | 0.4 % |
Key Summary
QOZ | OZF | |
|---|---|---|
Issuer | BetaShares | SPDR |
Tracking index | FTSE RAFI Australia 200 Index - AUD | S&P/ASX 200 Financials Ex-A-REIT - AUD |
Asset class | ETF | ETF |
Management fee | 0.4 % | 0.4 % |
Price | $16.44 | $28.83 |
Size | $635.716 million | $58.749 million |
10Y return | 32.15 % | 33.04 % |
Annual distribution yield (5Y) | 6.69 % | 5.17 % |
Market | ASX | ASX |
First listed date | 11/07/2013 | 13/04/2011 |
Purchase fee | $6.50 | $6.50 |
Community Stats
QOZ | OZF | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 45 | 8 |
Median incremental investment | $1,115.92 | $521.75 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,268.72 | $1,138.79 |
Average age group | > 35 | > 35 |
Pros and Cons
QOZ | OZF | |
|---|---|---|
Pros |
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Cons |
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QOZ | OZF |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |