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Compare VDGR 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 Diversified Growth Index ETF (VDGR) 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
VDGR | QOZ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 178 | 85 |
Median incremental investment | $1,000.00 | $1,199.81 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,424.65 | $2,960.88 |
Average age group | > 35 | > 35 |
Key Summary
VDGR | QOZ | |
|---|---|---|
Strategy | VDGR.AX was created on 2017-11-20 by Vanguard. The fund's investment portfolio concentrates primarily on target outcome asset allocation. The Fund seeks to achieve its objective by employing a passive investment strategy that tracks the weighted average return of the various indices of the Underlying Funds in which the Fund invests, in proportion to the SAA for the Fund, before takinginto 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 1265.65m 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. (3.01 %) Commonwealth Bank of Australia (2.40 %) CSL Ltd. (1.89 %) | SPI 200 FUTURES SEP26 (0 %) BHP GROUP LTD (14.76 %) COMMONWEALTH BANK OF AUSTRALIA (7.02 %) |
Top 3 industries | Other (31.32 %) Financials (13.67 %) Information Technology (9.13 %) | Financials (31.95 %) Materials (24.29 %) Energy (7.33 %) |
Top 3 countries | United States (40.33 %) Australia (37.71 %) Japan (3.53 %) | Australia (92.20 %) United States (6.36 %) United Kingdom of Great Britain and Northern Ireland (0.94 %) |
Management fee | 0.27 % | 0.4 % |
Key Summary
VDGR | QOZ | |
|---|---|---|
Issuer | Vanguard | BetaShares |
Tracking index | 28% S&P/ASX 300 Index - 20.5% MSCI World ex-Australia Index - 12.5% MSCI World ex Australia Hedged to AUD Index - 5% MSCI World ex-Australia Small Cap Index - 34% Other Benchmark | FTSE RAFI Australia 200 Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.27 % | 0.4 % |
Price | $67.54 | $19.12 |
Size | $1.222 million | $1.313 billion |
10Y return | N/A | 63.70 % |
Annual distribution yield (5Y) | 3.63 % | 5.34 % |
Market | ASX | ASX |
First listed date | 22/11/2017 | 11/07/2013 |
Purchase fee | $6.50 | $6.50 |
Community Stats
VDGR | QOZ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 178 | 85 |
Median incremental investment | $1,000.00 | $1,199.81 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,424.65 | $2,960.88 |
Average age group | > 35 | > 35 |
Pros and Cons
VDGR | QOZ | |
|---|---|---|
Pros |
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Cons |
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VDGR | QOZ |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Lower management fee | Higher management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |