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Compare VVLU 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 Global Value Equity Active ETF (VVLU) 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
VVLU | QOZ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 113 | 83 |
Median incremental investment | $1,830.00 | $1,205.81 |
Median investment frequency | Monthly | Monthly |
Median total investment | $9,360.04 | $2,970.24 |
Average age group | > 35 | > 35 |
Key Summary
VVLU | QOZ | |
|---|---|---|
Strategy | VVLU.AX was created on 2018-04-13 by Vanguard. The fund's investment portfolio concentrates primarily on total market equity. Vanguard Global Value Equity Active ETF (Managed Fund) seeks to provide long term capital appreciation through an active management approach that invests in global equity securities demonstrating value characteristics | 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 | Comcast Corp. Class A (0.72 %) Verizon Communications Inc. (0.62 %) General Motors Co. (0.59 %) | SPI 200 FUTURES JUN26 (0 %) BHP GROUP LTD (15.76 %) COMMONWEALTH BANK OF AUSTRALIA (6.78 %) |
Top 3 industries | Financials (30.07 %) Energy (14.49 %) Industrials (11.98 %) | Financials (31.95 %) Materials (24.29 %) Energy (7.33 %) |
Top 3 countries | United States (69.11 %) Japan (6.63 %) United Kingdom of Great Britain and Northern Ireland (4.29 %) | Australia (92.20 %) United States (6.36 %) United Kingdom of Great Britain and Northern Ireland (0.94 %) |
Management fee | 0.28 % | 0.4 % |
Key Summary
VVLU | QOZ | |
|---|---|---|
Issuer | Vanguard | BetaShares |
Tracking index | FTSE RAFI Australia 200 Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.28 % | 0.4 % |
Price | $80.70 | $19.17 |
Size | N/A | $1.160 billion |
10Y return | N/A | 64.69 % |
Annual distribution yield (5Y) | 4.93 % | 5.35 % |
Market | ASX | ASX |
First listed date | 17/04/2018 | 11/07/2013 |
Purchase fee | $6.50 | $6.50 |
Community Stats
VVLU | QOZ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 113 | 83 |
Median incremental investment | $1,830.00 | $1,205.81 |
Median investment frequency | Monthly | Monthly |
Median total investment | $9,360.04 | $2,970.24 |
Average age group | > 35 | > 35 |
Pros and Cons
VVLU | QOZ | |
|---|---|---|
Pros |
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Cons |
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VVLU | 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 |