Compare AU
Compare QOZ vs. QRE
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 BetaShares Australian Resources Sector ETF (QRE). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
QOZ | QRE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 45 | 91 |
Median incremental investment | $1,131.00 | $993.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,265.96 | $1,638.80 |
Average age group | > 35 | > 35 |
Key Summary
QOZ | QRE | |
|---|---|---|
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. | QRE.AX was created on 2010-12-10 by BetaShares. The fund's investment portfolio concentrates primarily on theme equity. QRE.AX aims to track the performance an index (before fees and expenses) comprising the largest ASX-listed companies in the resources sector, including BHP, Rio Tinto, Woodside Petroleum and more. |
Top 3 holdings | BHP GROUP LTD (10.57 %) COMMONWEALTH BANK OF AUSTRALIA (9.04 %) WESTPAC BANKING CORP (6.92 %) | S&P/ASX 200 R IDX MAR25 (0 %) BHP GROUP LTD (39.72 %) WOODSIDE ENERGY GROUP LTD (9.52 %) |
Top 3 industries | Financials (36.82 %) Materials (21.49 %) Real Estate (6.59 %) | Materials (76.99 %) Energy (19.52 %) Other (3.49 %) |
Top 3 countries | Australia (96.38 %) United States (1.44 %) United Kingdom of Great Britain and Northern Ireland (1.41 %) | Australia (97.20 %) United States (2.39 %) China (0.41 %) |
Management fee | 0.4 % | 0.34 % |
Key Summary
QOZ | QRE | |
|---|---|---|
Issuer | BetaShares | BetaShares |
Tracking index | FTSE RAFI Australia 200 Index - AUD | Solactive Australia Resources Sector Index - AUD - Benchmark TR Gross |
Asset class | ETF | ETF |
Management fee | 0.4 % | 0.34 % |
Price | $16.12 | $6.76 |
Size | $623.123 million | $299.548 million |
10Y return | 30.21 % | 46.64 % |
Annual distribution yield (5Y) | 6.69 % | 8.87 % |
Market | ASX | ASX |
First listed date | 11/07/2013 | 15/12/2010 |
Purchase fee | $6.50 | $6.50 |
Community Stats
QOZ | QRE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 45 | 91 |
Median incremental investment | $1,131.00 | $993.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,265.96 | $1,638.80 |
Average age group | > 35 | > 35 |
Pros and Cons
QOZ | QRE | |
|---|---|---|
Pros |
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Cons |
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QOZ | QRE |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Lower exposure to US market | Higher exposure to US market |
Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |