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Compare QUAL vs. QMIX
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 MSCI Global 'Quality' (ex-AUS) (QUAL) and the State Street SPDR MSCI World Quality Mix ETF (QMIX). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
QUAL | QMIX | |
|---|---|---|
Popularity | Medium | Low |
Pearlers invested | 1,495 | 18 |
Median incremental investment | $993.50 | $1,428.60 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,616.11 | $3,302.43 |
Average age group | > 35 | > 35 |
Key Summary
QUAL | QMIX | |
|---|---|---|
Strategy | QUAL's key objective is to invest in high-quality companies that have outperformed the market over the long term compared to global equity benchmarks. | QMIX.AX was created on 2015-09-11 by SPDR. The fund's investment portfolio concentrates primarily on total market equity. The ETF currently has 437.94m in AUM and 1147 holdings. The State Street SPDR MSCI World Quality Mix ETF seeks to closely track, before fees and expenses, the returns of the MSCI World Factor Mix A-Series Index. |
Top 3 holdings | Microsoft Corp (5.83 %) Apple Inc (5.24 %) NVIDIA Corp (4.94 %) | Microsoft Corp (2.84 %) Apple Inc (2.51 %) NVIDIA Corp (2.23 %) |
Top 3 industries | Information Technology (44.94 %) Communication Services (29.45 %) Financials (8.21 %) | Information Technology (45.99 %) Communication Services (27.13 %) Health Care (11.71 %) |
Top 3 countries | United States (76.41 %) Switzerland (5.61 %) United Kingdom of Great Britain and Northern Ireland (4.19 %) | United States (65.52 %) Japan (8.05 %) United Kingdom of Great Britain and Northern Ireland (4.05 %) |
Management fee | 0.4 % | 0.6 % |
Key Summary
QUAL | QMIX | |
|---|---|---|
Issuer | VanEck | SPDR |
Tracking index | MSCI World ex Australia Quality Index - AUD | MSCI World Factor Mix A-Series Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.4 % | 0.6 % |
Price | $61.29 | $35.51 |
Size | $8.796 billion | $437.322 million |
10Y return | 223.43 % | 128.21 % |
Annual distribution yield (5Y) | 2.54 % | 3.75 % |
Market | ASX | ASX |
First listed date | 31/10/2014 | 14/09/2015 |
Purchase fee | $6.50 | $6.50 |
Community Stats
QUAL | QMIX | |
|---|---|---|
Popularity | Medium | Low |
Pearlers invested | 1,495 | 18 |
Median incremental investment | $993.50 | $1,428.60 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,616.11 | $3,302.43 |
Average age group | > 35 | > 35 |
Pros and Cons
QUAL | QMIX | |
|---|---|---|
Pros |
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Cons |
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QUAL | QMIX |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |