Compare AU
Compare QOZ vs. WVOL
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 iShares MSCI World Ex Aust Minimum Volatility ETF (WVOL). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
QOZ | WVOL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 45 | 4 |
Median incremental investment | $1,115.92 | $2,005.19 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,268.72 | $3,608.96 |
Average age group | > 35 | > 35 |
Key Summary
QOZ | WVOL | |
|---|---|---|
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. | WVOL.AX was created on 2016-10-11 by iShares. The fund's investment portfolio concentrates primarily on total market equity. The fund aims to provide investors with the performance of the MSCI World Minimum Volatility (AUD) Index, before fees and expenses. |
Top 3 holdings | BHP GROUP LTD (11.60 %) COMMONWEALTH BANK OF AUSTRALIA (7.81 %) WESTPAC BANKING CORP (6.09 %) | T MOBILE US INC (1.53 %) JOHNSON & JOHNSON (1.18 %) BERKSHIRE HATHAWAY INC CLASS B (1.16 %) |
Top 3 industries | Financials (34.28 %) Materials (23.35 %) Energy (6.59 %) | Information Technology (20.14 %) Health Care (16.42 %) Consumer Staples (10.94 %) |
Top 3 countries | Australia (96.38 %) United States (1.44 %) United Kingdom of Great Britain and Northern Ireland (1.41 %) | United States (66.44 %) Japan (10.77 %) Canada (4.58 %) |
Management fee | 0.4 % | 0.3 % |
Key Summary
QOZ | WVOL | |
|---|---|---|
Issuer | BetaShares | iShares |
Tracking index | FTSE RAFI Australia 200 Index - AUD | MSCI World Minimum Volatility (AUD) Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.4 % | 0.3 % |
Price | $16.44 | $42.21 |
Size | $635.716 million | $83.110 million |
10Y return | 32.15 % | N/A |
Annual distribution yield (5Y) | 6.69 % | 2.71 % |
Market | ASX | ASX |
First listed date | 11/07/2013 | 14/10/2016 |
Purchase fee | $6.50 | $6.50 |
Community Stats
QOZ | WVOL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 45 | 4 |
Median incremental investment | $1,115.92 | $2,005.19 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,268.72 | $3,608.96 |
Average age group | > 35 | > 35 |
Pros and Cons
QOZ | WVOL | |
|---|---|---|
Pros |
|
|
Cons |
|
|
QOZ | WVOL |
|---|---|
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 |