Compare AU
Compare QUS vs. IISV
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 S&P 500 Equal Weight ETF (QUS) and the Intell Investor Select Value Shr Fund - Active ETF (IISV). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
QUS | IISV | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 71 | 10 |
Median incremental investment | $1,027.57 | $715.59 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,134.13 | $5,323.35 |
Average age group | > 35 | > 35 |
Key Summary
QUS | IISV | |
|---|---|---|
Strategy | QUS.AX was created on 2014-12-17 by BetaShares. The fund's investment portfolio concentrates primarily on large cap equity. QUS.AX aims to track the performance of the S&P 500 Equal Weight Index (before fees and expenses). The Index provides exposure to 500 leading listed U.S. companies, with each holding in the index weighted equally. | IISV.AX was created on 2023-03-31 by Intelligent Investor . The fund's investment portfolio concentrates primarily on total market equity. The portfolio aims to outperform the S&P/ASX 200 Accumulation Index p.a. over five year rolling periods with minimal turnover to allow returns to compound in a favourable tax environment |
Top 3 holdings | BROADCOM INC (0.26 %) JABIL INC (0.24 %) TERADYNE INC (0.24 %) | RPMGlobal Holdings Ltd (7.77 %) Fairfax Financial Holdings Ltd Shs Subord.Vtg (6.95 %) KKR & Co Inc Ordinary Shares (5.57 %) |
Top 3 industries | Industrials (15.30 %) Financials (14.30 %) Information Technology (13.53 %) | Financials (50.65 %) Consumer Discretionary (15.93 %) Information Technology (14.85 %) |
Top 3 countries | United States (98.60 %) Switzerland (0.39 %) United Kingdom of Great Britain and Northern Ireland (0.39 %) | United States (42.65 %) Australia (20.03 %) United Kingdom of Great Britain and Northern Ireland (15.60 %) |
Management fee | 0.29 % | 0.97 % |
Key Summary
QUS | IISV | |
|---|---|---|
Issuer | BetaShares | Intelligent Investor |
Tracking index | S&P 500 Equal Weighted | S&P/ASX 200 Accumulation Index - AUD - Benchmark TR Net |
Asset class | ETF | ETF |
Management fee | 0.29 % | 0.97 % |
Price | $54.10 | $3.48 |
Size | $759.160 million | N/A |
10Y return | 116.49 % | N/A |
Annual distribution yield (5Y) | 5.08 % | 0.07 % |
Market | ASX | ASX |
First listed date | 19/12/2014 | 30/03/2023 |
Purchase fee | $6.50 | $6.50 |
Community Stats
QUS | IISV | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 71 | 10 |
Median incremental investment | $1,027.57 | $715.59 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,134.13 | $5,323.35 |
Average age group | > 35 | > 35 |
Pros and Cons
QUS | IISV | |
|---|---|---|
Pros |
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Cons |
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QUS | IISV |
|---|---|
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 |
Higher distribution yield | Lower distribution yield |