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Compare REIT 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 VanEck Ftse International Property (Aud Hedged) ETF (REIT) 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
REIT | QOZ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 95 | 85 |
Median incremental investment | $993.50 | $1,198.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,506.56 | $2,942.16 |
Average age group | > 35 | > 35 |
Key Summary
REIT | QOZ | |
|---|---|---|
Strategy | REIT.AX was created on 2019-03-29 by VanEck. The fund's investment portfolio concentrates primarily on real estate equity. REIT.AX seeks to provide investors with access to a diversified portfolio of international property securities | 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. |
Top 3 holdings | Welltower Inc (9.20 %) Prologis Inc (7.33 %) Equinix Inc (5.52 %) | SPI 200 FUTURES SEP26 (0 %) BHP GROUP LTD (14.06 %) COMMONWEALTH BANK OF AUSTRALIA (6.82 %) |
Top 3 industries | Real Estate (100.00 %) Other (5.82 %) | Financials (31.95 %) Materials (24.29 %) Energy (7.33 %) |
Top 3 countries | United States (72.00 %) Japan (5.79 %) Singapore (3.61 %) | Australia (92.20 %) United States (6.36 %) United Kingdom of Great Britain and Northern Ireland (0.94 %) |
Management fee | 0.43 % | 0.4 % |
Key Summary
REIT | QOZ | |
|---|---|---|
Issuer | VanEck | BetaShares |
Tracking index | FTSE EPRA NAREIT Developed ex Australia Rental Hedged to AUD Index - AUD | FTSE RAFI Australia 200 Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.43 % | 0.4 % |
Price | $17.17 | $18.86 |
Size | $780.420 million | $1.257 billion |
10Y return | N/A | 65.29 % |
Annual distribution yield (5Y) | 4.25 % | 5.22 % |
Market | ASX | ASX |
First listed date | 02/04/2019 | 11/07/2013 |
Purchase fee | $6.50 | $6.50 |
Community Stats
REIT | QOZ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 95 | 85 |
Median incremental investment | $993.50 | $1,198.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,506.56 | $2,942.16 |
Average age group | > 35 | > 35 |
Pros and Cons
REIT | QOZ | |
|---|---|---|
Pros |
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Cons |
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REIT | QOZ |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |