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Compare VAS 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 Vanguard Australian Shares Index ETF (VAS) 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
VAS | QOZ | |
|---|---|---|
Popularity | High | Low |
Pearlers invested | 31,252 | 80 |
Median incremental investment | $993.50 | $1,213.43 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,792.40 | $2,990.63 |
Average age group | 26 - 35 | > 35 |
Key Summary
VAS | QOZ | |
|---|---|---|
Strategy | Vanguard Australian Shares Index ETF (ASX: VAS) seeks to track the performance of the ASX 300 index before account fees, expenses, and taxes. The index tracks the top 300 companies on the Australian Securities Exchange (ASX). | 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 1120.52m in AUM and 198 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 | BHP Group Ltd. (10.36 %) Commonwealth Bank of Australia (7.92 %) CSL Ltd. (5.76 %) | SPI 200 FUTURES JUN26 (0 %) BHP GROUP LTD (15.02 %) COMMONWEALTH BANK OF AUSTRALIA (7.22 %) |
Top 3 industries | Financials (27.66 %) Materials (23.74 %) Health Care (8.77 %) | Financials (31.95 %) Materials (24.29 %) Energy (7.33 %) |
Top 3 countries | Australia (95.40 %) United States (2.95 %) New Zealand (0.66 %) | Australia (92.20 %) United States (6.36 %) United Kingdom of Great Britain and Northern Ireland (0.94 %) |
Management fee | 0.07 % | 0.4 % |
Key Summary
VAS | QOZ | |
|---|---|---|
Issuer | Vanguard | BetaShares |
Tracking index | S&P/ASX 300 Index - AUD | FTSE RAFI Australia 200 Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.07 % | 0.4 % |
Price | $107.40 | $18.75 |
Size | $24.946 billion | $1.147 billion |
10Y return | 56.24 % | 59.03 % |
Annual distribution yield (5Y) | 4.25 % | 5.35 % |
Market | ASX | ASX |
First listed date | 08/05/2009 | 11/07/2013 |
Purchase fee | $6.50 | $6.50 |
Community Stats
VAS | QOZ | |
|---|---|---|
Popularity | High | Low |
Pearlers invested | 31,252 | 80 |
Median incremental investment | $993.50 | $1,213.43 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,792.40 | $2,990.63 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
VAS | QOZ | |
|---|---|---|
Pros |
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Cons |
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VAS | QOZ |
|---|---|
Higher exposure to AU market | Lower 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 |