Compare AU
Compare ZYUS 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 Global X S&P 500 High Yield Low Volatility ETF (ZYUS) 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
ZYUS | QOZ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 86 | 49 |
Median incremental investment | $650.00 | $1,115.92 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,819.30 | $2,128.40 |
Average age group | 26 - 35 | > 35 |
Key Summary
ZYUS | QOZ | |
|---|---|---|
Strategy | ZYUS.AX was created on 2015-06-09 by ETFS. The fund's investment portfolio concentrates primarily on high dividend yield equity. The Fund aims to provide investors with a return that (before fees and expenses) tracks the performance of the S&P 500 Low Volatility High Dividend 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 648.28m 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 | Altria Group Inc (3.10 %) Crown Castle Inc (3.03 %) Verizon Communications Inc (3.01 %) | BHP GROUP LTD (10.61 %) COMMONWEALTH BANK OF AUSTRALIA (8.86 %) WESTPAC BANKING CORP (6.68 %) |
Top 3 industries | Real Estate (38.57 %) Materials (20.52 %) Energy (20.31 %) | Financials (35.90 %) Materials (21.59 %) Real Estate (6.44 %) |
Top 3 countries | United States (97.74 %) United Kingdom of Great Britain and Northern Ireland (2.26 %) | Australia (96.38 %) United States (1.44 %) United Kingdom of Great Britain and Northern Ireland (1.41 %) |
Management fee | 0.35 % | 0.4 % |
Key Summary
ZYUS | QOZ | |
|---|---|---|
Issuer | ETFS | BetaShares |
Tracking index | S&P 500 Low Volatility High Dividend Index | FTSE RAFI Australia 200 Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.35 % | 0.4 % |
Price | $15.85 | $15.57 |
Size | $77.946 million | $647.504 million |
10Y return | N/A | 17.24 % |
Annual distribution yield (5Y) | 4.79 % | 6.60 % |
Market | ASX | ASX |
First listed date | 12/06/2015 | 11/07/2013 |
Purchase fee | $6.50 | $6.50 |
Community Stats
ZYUS | QOZ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 86 | 49 |
Median incremental investment | $650.00 | $1,115.92 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,819.30 | $2,128.40 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
ZYUS | QOZ | |
|---|---|---|
Pros |
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Cons |
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ZYUS | 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 |