Compare AU
Compare VLC 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 Australian Large Companies Index ETF (VLC) 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
VLC | QOZ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 52 | 56 |
Median incremental investment | $1,000.00 | $1,191.11 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,062.06 | $2,371.55 |
Average age group | > 35 | > 35 |
Key Summary
VLC | QOZ | |
|---|---|---|
Strategy | VLC.AX was created on 2011-05-23 by Vanguard. The fund's investment portfolio concentrates primarily on large cap equity. To closely track the MSCI Australian Shares Large Cap Index, the Fund will hold all of the securities in the index. | 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 | BHP Group Ltd. (17.50 %) Commonwealth Bank of Australia (13.40 %) CSL Ltd. (9.73 %) | SPI 200 FUTURES JUN25 (0 %) BHP GROUP LTD (13.11 %) COMMONWEALTH BANK OF AUSTRALIA (7.63 %) |
Top 3 industries | Financials (36.62 %) Materials (25.30 %) Health Care (9.73 %) | Financials (32.62 %) Materials (24.39 %) Consumer Staples (6.75 %) |
Top 3 countries | Australia (100.00 %) | Australia (96.38 %) United States (1.44 %) United Kingdom of Great Britain and Northern Ireland (1.41 %) |
Management fee | 0.2 % | 0.4 % |
Key Summary
VLC | QOZ | |
|---|---|---|
Issuer | Vanguard | BetaShares |
Tracking index | MSCI Australian Shares Large Cap Index - AUD | FTSE RAFI Australia 200 Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.2 % | 0.4 % |
Price | $80.29 | $16.10 |
Size | N/A | $644.581 million |
10Y return | 20.10 % | 16.92 % |
Annual distribution yield (5Y) | 6.92 % | 6.60 % |
Market | ASX | ASX |
First listed date | 26/05/2011 | 11/07/2013 |
Purchase fee | $6.50 | $6.50 |
Community Stats
VLC | QOZ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 52 | 56 |
Median incremental investment | $1,000.00 | $1,191.11 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,062.06 | $2,371.55 |
Average age group | > 35 | > 35 |
Pros and Cons
VLC | QOZ | |
|---|---|---|
Pros |
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Cons |
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VLC | QOZ |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
Lower exposure to US market | Higher exposure to US market |
Lower management fee | Higher management fee |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |