Compare AU

Compare VDHG vs. QOZ

Compare shares and ETFs on the ASX that you can trade on Pearler.

Vanguard Diversified High Growth Index ETF

ASX

Buy

Buy

Overview
Performance

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

Medium

Low

Pearlers invested

8,818

49

Median incremental investment

$1,000.00

$1,143.50

Median investment frequency

Monthly

Monthly

Median total investment

$2,831.20

$2,384.31

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 671.17m in AUM and 192 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 %)

BHP GROUP LTD (10.27 %)

COMMONWEALTH BANK OF AUSTRALIA (9.08 %)

WESTPAC BANKING CORP (6.92 %)

Top 3 industries

Financials (17.35 %)

Other (12.53 %)

Information Technology (11.71 %)

Financials (37.42 %)

Materials (21.74 %)

Real Estate (6.48 %)

Top 3 countries

United States (39.99 %)

Australia (38.01 %)

Japan (3.63 %)

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

VDHG

QOZ

Issuer

Vanguard

BetaShares

Tracking index

A17592 - 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

$70.78

$16.91

Size

$1.321 million

$672.659 million

10Y return

N/A

26.29 %

Annual distribution yield (5Y)

5.57 %

6.60 %

Market

ASX

ASX

First listed date

22/11/2017

11/07/2013

Purchase fee

$6.50

$6.50


Community Stats

VDHG

QOZ

Popularity

Medium

Low

Pearlers invested

8,818

49

Median incremental investment

$1,000.00

$1,143.50

Median investment frequency

Monthly

Monthly

Median total investment

$2,831.20

$2,384.31

Average age group

26 - 35

> 35


Pros and Cons

VDHG

QOZ

Pros

  • Higher exposure to US market

  • Lower management fee

  • Higher exposure to AU market

  • Higher price growth

  • Higher distribution yield

Cons

  • Lower exposure to AU market

  • Lower price growth

  • Lower distribution yield

  • Lower exposure to US market

  • Higher management fee

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

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