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Compare VESG 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 Ethically Conscious International Shares Index ETF (VESG) 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
VESG | QOZ | |
|---|---|---|
Popularity | Medium | Low |
Pearlers invested | 2,830 | 83 |
Median incremental investment | $990.50 | $1,202.91 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,395.32 | $2,951.52 |
Average age group | 26 - 35 | > 35 |
Key Summary
VESG | QOZ | |
|---|---|---|
Strategy | VESG seeks to track the performance of the FTSE Developed ex-Australia Choice Index (with dividends reinvested) before considering any additional fees, expenses, and taxes. | 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 1136.86m 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 | Apple Inc. (5.54 %) Microsoft Corp. (4.67 %) Amazon.com Inc. (2.10 %) | SPI 200 FUTURES JUN26 (0 %) BHP GROUP LTD (15.76 %) COMMONWEALTH BANK OF AUSTRALIA (6.78 %) |
Top 3 industries | Information Technology (26.14 %) Health Care (16.64 %) Financials (15.14 %) | Financials (31.95 %) Materials (24.29 %) Energy (7.33 %) |
Top 3 countries | United States (73.05 %) Japan (6.22 %) Switzerland (2.78 %) | Australia (92.20 %) United States (6.36 %) United Kingdom of Great Britain and Northern Ireland (0.94 %) |
Management fee | 0.18 % | 0.4 % |
Key Summary
VESG | QOZ | |
|---|---|---|
Issuer | Vanguard | BetaShares |
Tracking index | FTSE Developed ex Australia Choice Index - AUD | FTSE RAFI Australia 200 Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.18 % | 0.4 % |
Price | $117.08 | $18.92 |
Size | N/A | $1.215 billion |
10Y return | N/A | 60.88 % |
Annual distribution yield (5Y) | 1.63 % | 5.35 % |
Market | ASX | ASX |
First listed date | 13/09/2018 | 11/07/2013 |
Purchase fee | $6.50 | $6.50 |
Community Stats
VESG | QOZ | |
|---|---|---|
Popularity | Medium | Low |
Pearlers invested | 2,830 | 83 |
Median incremental investment | $990.50 | $1,202.91 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,395.32 | $2,951.52 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
VESG | QOZ | |
|---|---|---|
Pros |
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Cons |
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VESG | 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 |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |