Back
Compare AU
Compare VDHG 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 High Growth Index ETF (VDHG) 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
VDHG | QOZ | |
|---|---|---|
Popularity | High | Low |
Pearlers invested | 11,727 | 68 |
Median incremental investment | $993.50 | $1,202.91 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,799.84 | $2,926.98 |
Average age group | 26 - 35 | > 35 |
Key Summary
VDHG | QOZ | |
|---|---|---|
Strategy | Vanguard Diversified High Growth Index ETF (ASX: VDHG) seeks to track the weighted average performance of various ETFs it invests in before taking into account fees, expenses and taxes. The index doesn’t track companies directly. Instead, it invests in other ETFs. It acts as an ETF that tracks other ETFs. | 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 | BHP Group Ltd. (3.79 %) Commonwealth Bank of Australia (3.03 %) CSL Ltd. (2.38 %) | SPI 200 FUTURES MAR26 (0 %) BHP GROUP LTD (16.04 %) COMMONWEALTH BANK OF AUSTRALIA (6.32 %) |
Top 3 industries | Financials (17.35 %) Other (12.53 %) Information Technology (11.71 %) | Financials (31.95 %) Materials (24.29 %) Energy (7.33 %) |
Top 3 countries | United States (40.13 %) Australia (38.45 %) Japan (3.51 %) | 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
VDHG | QOZ | |
|---|---|---|
Issuer | Vanguard | BetaShares |
Tracking index | 36% S&P - ASX300 - 26.5% MSCI Wrld ex-Aus - 16% MSCI Wrld ex-Aus Hdg to AUD - 6.5% MSCI Wrld ex-Aus Sml Cap - 5% MSCI EM Index - 3% Bloomberg AusBond Composite 0+ Yr Index - 7% Bloomberg Barclays Glb. Aggrt. Flt.-Adjstd and Scaled Index Hdg. to A | FTSE RAFI Australia 200 Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.27 % | 0.4 % |
Price | $74.11 | $19.49 |
Size | $3.350 billion | $1.075 billion |
10Y return | N/A | 73.09 % |
Annual distribution yield (5Y) | 4.78 % | 5.35 % |
Market | ASX | ASX |
First listed date | 22/11/2017 | 11/07/2013 |
Purchase fee | $6.50 | $6.50 |
Community Stats
VDHG | QOZ | |
|---|---|---|
Popularity | High | Low |
Pearlers invested | 11,727 | 68 |
Median incremental investment | $993.50 | $1,202.91 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,799.84 | $2,926.98 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
VDHG | QOZ | |
|---|---|---|
Pros |
|
|
Cons |
|
|
VDHG | 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 |