Compare AU
Compare VDAL 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 VDAL and QOZ. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
VDAL | QOZ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 61 | 55 |
Median incremental investment | $1,006.75 | $1,196.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,089.88 | $2,309.58 |
Average age group | > 35 | > 35 |
Key Summary
VDAL | QOZ | |
|---|---|---|
Strategy | VDAL.AX was created on 2025-03-04 by Vanguard. The fund's investment portfolio concentrates primarily on target outcome asset allocation. Vanguard Diversified All Growth Index ETF seeks to track the weighted average return of the various indices of the Underlying Funds in which it invests, in proportion to the Strategic Asset Allocation, before taking into account fees, expenses and tax. | 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 669.83m 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 | Vanguard Diversified All Growth Index ETF (100 %) | SPI 200 FUTURES JUN25 (0 %) BHP GROUP LTD (13.11 %) COMMONWEALTH BANK OF AUSTRALIA (7.63 %) |
Top 3 industries | Financials (32.83 %) Materials (24.12 %) Consumer Staples (6.76 %) | |
Top 3 countries | Australia (96.38 %) United States (1.44 %) United Kingdom of Great Britain and Northern Ireland (1.41 %) | |
Management fee | 0.27 % | 0.4 % |
Key Summary
VDAL | QOZ | |
|---|---|---|
Issuer | Vanguard | BetaShares |
Tracking index | 40% S&P/ASX 300 Index - 29.5% MSCI World ex-Australia Index - 18% MSCI World ex-Australia Index - 7% MSCI World ex-Australia Small Cap Index - 5.5% MSCI Emerging Markets Index - Benchmark TR Net | FTSE RAFI Australia 200 Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.27 % | 0.4 % |
Price | $49.69 | $16.42 |
Size | N/A | $670.537 million |
10Y return | N/A | 25.06 % |
Annual dividend/ distribution yield (5Y) | 0.04 % | 6.60 % |
Market | ASX | ASX |
First listed date | 04/03/2025 | 11/07/2013 |
Purchase fee | $6.50 | $6.50 |
Community Stats
VDAL | QOZ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 61 | 55 |
Median incremental investment | $1,006.75 | $1,196.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,089.88 | $2,309.58 |
Average age group | > 35 | > 35 |
Pros and Cons
VDAL | QOZ | |
|---|---|---|
Pros |
|
|
Cons |
|
|
VDAL | 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 |