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Compare VISM vs. QOZ

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

Vanguard MSCI International Small Companies 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 MSCI International Small Companies Index ETF (VISM) 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

VISM

QOZ

Popularity

Low

Low

Pearlers invested

269

55

Median incremental investment

$1,212.62

$1,192.81

Median investment frequency

Monthly

Monthly

Median total investment

$2,553.60

$2,281.38

Average age group

26 - 35

> 35


Key Summary

VISM

QOZ

Strategy

Vanguard MSCI International Small Companies Index ETF aims to track the returns and performance of the MSCI World ex-Australia Small Cap Index before considering fees, expenses, and tax. It tracks the performance of the index with dividends reinvested.

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 619.09m 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

Reliance Steel & Aluminum Co. (0.20 %)

United Therapeutics Corp. (0.20 %)

Axon Enterprise Inc. (0.19 %)

SPI 200 FUTURES JUN25 (0 %)

BHP GROUP LTD (13.11 %)

COMMONWEALTH BANK OF AUSTRALIA (7.63 %)

Top 3 industries

Industrials (19.35 %)

Financials (14.55 %)

Consumer Discretionary (12.64 %)

Financials (32.62 %)

Materials (24.39 %)

Consumer Staples (6.75 %)

Top 3 countries

United States (62.44 %)

Japan (12.99 %)

United Kingdom of Great Britain and Northern Ireland (5.56 %)

Australia (96.38 %)

United States (1.44 %)

United Kingdom of Great Britain and Northern Ireland (1.41 %)

Management fee

0.32 %

0.4 %


Key Summary

VISM

QOZ

Issuer

Vanguard

BetaShares

Tracking index

MSCI World ex AU Small Cap

FTSE RAFI Australia 200 Index - AUD

Asset class

ETF

ETF

Management fee

0.32 %

0.4 %

Price

$63.95

$16.20

Size

N/A

$644.581 million

10Y return

N/A

20.90 %

Annual distribution yield (5Y)

4.21 %

6.60 %

Market

ASX

ASX

First listed date

13/11/2018

11/07/2013

Purchase fee

$6.50

$6.50


Community Stats

VISM

QOZ

Popularity

Low

Low

Pearlers invested

269

55

Median incremental investment

$1,212.62

$1,192.81

Median investment frequency

Monthly

Monthly

Median total investment

$2,553.60

$2,281.38

Average age group

26 - 35

> 35


Pros and Cons

VISM

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

VISM

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