Compare AU
Compare XASG 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, shares and ETFs are a popular choice. Two options in the ASX are XASG and QOZ. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
XASG | QOZ | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 45 |
Median incremental investment | $0 | $1,131.00 |
Median investment frequency | N/A | Monthly |
Median total investment | $0 | $2,005.15 |
Average age group | N/A | > 35 |
Key Summary
XASG | QOZ | |
|---|---|---|
Strategy | XASG.AX was created on 2021-06-02 by Alphinity. The fund's investment portfolio concentrates primarily on total market equity. The Fund primarily invests in a diversified portfolio of leading global sustainable companies, which are aligned with one or more of the United Nations Sustainable Development Goals (SDGs), with strong ESG 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 613.63m in AUM and 192 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 | Alphinity Global Sustainable Equity Fund - Active ETF (100 %) | BHP GROUP LTD (11.60 %) COMMONWEALTH BANK OF AUSTRALIA (7.81 %) WESTPAC BANKING CORP (6.09 %) |
Top 3 industries | Financials (34.28 %) Materials (23.35 %) Energy (6.59 %) | |
Top 3 countries | Australia (96.38 %) United States (1.44 %) United Kingdom of Great Britain and Northern Ireland (1.41 %) | |
Management fee | 0.75 % | 0.4 % |
Key Summary
XASG | QOZ | |
|---|---|---|
Issuer | Alphinity | BetaShares |
Tracking index | FTSE RAFI Australia 200 Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.75 % | 0.4 % |
Price | $7.46 | $16.85 |
Size | N/A | $632.370 million |
10Y return | N/A | 37.21 % |
Annual dividend/ distribution yield (5Y) | 0.46 % | 6.69 % |
Market | ASX | ASX |
First listed date | 16/01/2023 | 11/07/2013 |
Purchase fee | $6.50 | $6.50 |
Community Stats
XASG | QOZ | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 45 |
Median incremental investment | $0 | $1,131.00 |
Median investment frequency | N/A | Monthly |
Median total investment | $0 | $2,005.15 |
Average age group | N/A | > 35 |
Pros and Cons
XASG | QOZ | |
|---|---|---|
Pros |
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Cons |
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XASG | QOZ |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Lower exposure to US market | Higher exposure to US market |
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |