Compare AU
Compare QOZ vs. VGS
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 Vanguard MSCI Index International Shares ETF (VGS). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
QOZ | VGS | |
|---|---|---|
Popularity | Low | High |
Pearlers invested | 45 | 12,100 |
Median incremental investment | $1,115.92 | $1,073.56 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,268.72 | $3,880.53 |
Average age group | > 35 | 26 - 35 |
Key Summary
QOZ | VGS | |
|---|---|---|
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. | Vanguard MSCI Index International Shares ETF (ASX: VGS) seeks to track the performance of the MSCI World ex-Australia index before account fees, expenses and taxes. The index tracks the large and mid-cap stocks from 22 developed markets including the US, UK, Japan, Canada, France, Germany and Israel. |
Top 3 holdings | BHP GROUP LTD (11.60 %) COMMONWEALTH BANK OF AUSTRALIA (7.81 %) WESTPAC BANKING CORP (6.09 %) | Apple Inc. (5.40 %) Microsoft Corp. (4.13 %) Amazon.com Inc. (2.15 %) |
Top 3 industries | Financials (34.28 %) Materials (23.35 %) Energy (6.59 %) | Information Technology (22.51 %) Financials (13.70 %) Health Care (12.53 %) |
Top 3 countries | Australia (96.38 %) United States (1.44 %) United Kingdom of Great Britain and Northern Ireland (1.41 %) | United States (72.93 %) Japan (5.73 %) United Kingdom of Great Britain and Northern Ireland (3.77 %) |
Management fee | 0.4 % | 0.18 % |
Key Summary
QOZ | VGS | |
|---|---|---|
Issuer | BetaShares | Vanguard |
Tracking index | FTSE RAFI Australia 200 Index - AUD | MSCI WorldexAustralia Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.4 % | 0.18 % |
Price | $16.44 | $141.11 |
Size | $635.716 million | N/A |
10Y return | 29.45 % | 159.58 % |
Annual distribution yield (5Y) | 6.69 % | 2.37 % |
Market | ASX | ASX |
First listed date | 11/07/2013 | 20/11/2014 |
Purchase fee | $6.50 | $6.50 |
Community Stats
QOZ | VGS | |
|---|---|---|
Popularity | Low | High |
Pearlers invested | 45 | 12,100 |
Median incremental investment | $1,115.92 | $1,073.56 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,268.72 | $3,880.53 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
QOZ | VGS | |
|---|---|---|
Pros |
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Cons |
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QOZ | VGS |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
Lower exposure to US market | Higher exposure to US market |
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |