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Compare AU
Compare VISM 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 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 | 447 | 88 |
Median incremental investment | $1,148.00 | $1,196.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,022.72 | $2,778.94 |
Average age group | > 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 1379.66m in AUM and 197 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 SEP26 (0 %) BHP GROUP LTD (14.94 %) COMMONWEALTH BANK OF AUSTRALIA (6.81 %) |
Top 3 industries | Industrials (19.35 %) Financials (14.55 %) Consumer Discretionary (12.64 %) | Financials (31.95 %) Materials (24.29 %) Energy (7.33 %) |
Top 3 countries | United States (62.46 %) Japan (12.96 %) United Kingdom of Great Britain and Northern Ireland (4.62 %) | Australia (92.20 %) United States (6.36 %) United Kingdom of Great Britain and Northern Ireland (0.94 %) |
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 | $77.36 | $19.57 |
Size | N/A | $1.384 billion |
10Y return | N/A | 65.99 % |
Annual distribution yield (5Y) | 4.47 % | 5.34 % |
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 | 447 | 88 |
Median incremental investment | $1,148.00 | $1,196.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,022.72 | $2,778.94 |
Average age group | > 35 | > 35 |
Pros and Cons
VISM | QOZ | |
|---|---|---|
Pros |
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Cons |
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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 |