Compare AU
Compare QPON vs. QOZ
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 Australian Bank Senior Floating Rate Bond ETF (QPON) and the BetaShares FTSE Rafi Australia 200 ETF (QOZ). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
QPON | QOZ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 11 | 44 |
Median incremental investment | $5,000.00 | $1,131.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,317.66 | $2,135.67 |
Average age group | > 35 | > 35 |
Key Summary
QPON | QOZ | |
|---|---|---|
Strategy | QPON.AX was created on 2017-06-01 by BetaShares. The fund's investment portfolio concentrates primarily on high yield fixed income. QPON.AX aims to track the performance of an index (before fees and expenses) that measures the performance of a portfolio of some of the largest and most liquid senior floating rate bonds issued by Australian banks. | 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 613.63m in AUM and 192 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. |
Top 3 holdings | NATIONAL AUSTRALIA BANK LTD FRN MAR-29 (10.02 %) WESTPAC BANKING CORP FRN MAY-29 (9.98 %) WESTPAC BANKING CORP FRN JAN-29 (9.97 %) | BHP GROUP LTD (11.60 %) COMMONWEALTH BANK OF AUSTRALIA (7.81 %) WESTPAC BANKING CORP (6.09 %) |
Top 3 industries | Other (96.47 %) Communication Services (3.53 %) | Financials (34.28 %) Materials (23.35 %) Energy (6.59 %) |
Top 3 countries | Australia (96.38 %) United States (1.44 %) United Kingdom of Great Britain and Northern Ireland (1.41 %) | |
Management fee | 0.22 % | 0.4 % |
Key Summary
QPON | QOZ | |
|---|---|---|
Issuer | BetaShares | BetaShares |
Tracking index | Solactive Australian Bank Senior Floating Rate Bond Index - AUD | FTSE RAFI Australia 200 Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.22 % | 0.4 % |
Price | $26.01 | $16.62 |
Size | $1.511 billion | $632.370 million |
10Y return | N/A | 38.04 % |
Annual distribution yield (5Y) | 2.66 % | 6.69 % |
Market | ASX | ASX |
First listed date | 06/06/2017 | 11/07/2013 |
Purchase fee | $6.50 | $6.50 |
Community Stats
QPON | QOZ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 11 | 44 |
Median incremental investment | $5,000.00 | $1,131.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,317.66 | $2,135.67 |
Average age group | > 35 | > 35 |
Pros and Cons
QPON | QOZ | |
|---|---|---|
Pros |
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Cons |
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QPON | QOZ |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Lower exposure to US market | Higher exposure to US market |
Lower management fee | Higher management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |