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Compare ROBO 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 Global X Robo Global Robotics & Automation ETF (ROBO) 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
ROBO | QOZ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 549 | 69 |
Median incremental investment | $650.06 | $1,200.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,406.70 | $2,865.03 |
Average age group | > 35 | > 35 |
Key Summary
ROBO | QOZ | |
|---|---|---|
Strategy | ROBO.AX was created on 2017-09-13 by Global X. The fund's investment portfolio concentrates primarily on theme equity. The Fund aims to provide investors with a return that (before fees and expenses) tracks the performance of the ROBO.AX Global Robotics and Automation Index (the Index) | 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 1056.07m in AUM and 196 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 | Teradyne Inc (2.44 %) IPG Photonics Corp (2.44 %) Fuji Corp (2.28 %) | SPI 200 FUTURES MAR26 (0 %) BHP GROUP LTD (15.60 %) COMMONWEALTH BANK OF AUSTRALIA (6.48 %) |
Top 3 industries | Industrials (52.46 %) Information Technology (47.54 %) Consumer Staples (15.08 %) | Financials (31.95 %) Materials (24.29 %) Energy (7.33 %) |
Top 3 countries | United States (41.45 %) Japan (20.62 %) Germany (9.23 %) | Australia (92.20 %) United States (6.36 %) United Kingdom of Great Britain and Northern Ireland (0.94 %) |
Management fee | 0.82 % | 0.4 % |
Key Summary
ROBO | QOZ | |
|---|---|---|
Issuer | Global X | BetaShares |
Tracking index | ROBO Global Robotics and Automation TR Index | FTSE RAFI Australia 200 Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.82 % | 0.4 % |
Price | $93.78 | $19.49 |
Size | $282.546 million | $1.075 billion |
10Y return | N/A | 73.09 % |
Annual distribution yield (5Y) | 3.76 % | 5.35 % |
Market | ASX | ASX |
First listed date | 14/09/2017 | 11/07/2013 |
Purchase fee | $6.50 | $6.50 |
Community Stats
ROBO | QOZ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 549 | 69 |
Median incremental investment | $650.06 | $1,200.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,406.70 | $2,865.03 |
Average age group | > 35 | > 35 |
Pros and Cons
ROBO | QOZ | |
|---|---|---|
Pros |
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Cons |
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ROBO | 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 |