Compare AU
Compare RIIF 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, shares and ETFs are a popular choice. Two options in the ASX are RIIF and QOZ. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
RIIF | QOZ | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 55 |
Median incremental investment | $0 | $1,192.81 |
Median investment frequency | N/A | Monthly |
Median total investment | $0 | $2,281.38 |
Average age group | N/A | > 35 |
Key Summary
RIIF | QOZ | |
|---|---|---|
Strategy | RIIF.AX was created on 2024-08-12 by Resolution Capital. The fund's investment portfolio concentrates primarily on theme equity. The Fund aims to achieve an annual total return that exceeds the total return of the Benchmark after fees on a rolling 3-year basis | 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 619.09m in AUM and 200 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 | Resolution Gbl Listed Infra Fund - Active ETF (100 %) | SPI 200 FUTURES JUN25 (0 %) BHP GROUP LTD (13.11 %) COMMONWEALTH BANK OF AUSTRALIA (7.63 %) |
Top 3 industries | Financials (32.62 %) Materials (24.39 %) Consumer Staples (6.75 %) | |
Top 3 countries | Australia (96.38 %) United States (1.44 %) United Kingdom of Great Britain and Northern Ireland (1.41 %) | |
Management fee | 0 % | 0.4 % |
Key Summary
RIIF | QOZ | |
|---|---|---|
Issuer | Resolution Capital | BetaShares |
Tracking index | FTSE Developed Core Infrastructure 50/50 Index - AUD - Benchmark TR Net Hedged | FTSE RAFI Australia 200 Index - AUD |
Asset class | ETF | ETF |
Management fee | 0 % | 0.4 % |
Price | $1.105 | $16.20 |
Size | N/A | $644.581 million |
10Y return | N/A | 20.90 % |
Annual dividend/ distribution yield (5Y) | 0.17 % | 6.60 % |
Market | ASX | ASX |
First listed date | 24/03/2025 | 11/07/2013 |
Purchase fee | $6.50 | $6.50 |
Community Stats
RIIF | QOZ | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 55 |
Median incremental investment | $0 | $1,192.81 |
Median investment frequency | N/A | Monthly |
Median total investment | $0 | $2,281.38 |
Average age group | N/A | > 35 |
Pros and Cons
RIIF | QOZ | |
|---|---|---|
Pros |
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Cons |
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RIIF | 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 |