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QOZ
Description
Description
QOZ.AX was created on 2013-07-10 by BetaShares. The fund's investment portfolio concentrates primarily on large cap equity. 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.
ASX
ETF - A bundle of shares
Australia
Financials
Diversified
Materials
Performance
Performance
$17.70
AUD
▲ $6.20 (53.54%)
30th November 2025, 12:00 a.m.
1M
1Y
10Y
GRAPH
TABLE
GRAPH
TABLE
If I had invested $1,000 in QOZ 10 years ago, today I would have...
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Quick facts
Quick facts
▲ 7.27% Growth
5 year average annual growth
▲ 5.19% Dividends
5 year average dividend yield
$ 500 minimum investment
Due to regulatory requirements
$2,548.80 median portfolio
Median amount held by the community
Holdings & exposure
Holdings & exposure
Top holdings
BHP (BHP GROUP LTD)
13%
CBA (COMMONWEALTH BANK OF AUSTRALIA)
6%
WBC (WESTPAC BANKING CORP)
6%
Top country exposure
Australia
96%
United States
1%
United Kingdom of Great Britain and Northern Ireland
1%
Top industry exposure
Financials
32%
Materials
24%
Other
12%
See details about holdings & exposure
Distributions
Distributions
Annual dividend yield
4.30%
Average franked amount
65.74%
5 year avg. dividend yield (p.a.)
5.19%
Dividend reinvestment
Highest franked amount
120.09%
Payout dates
See dividend history
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Costs
Costs
PURCHASE FEE
$6.50 AUD (or $5.50 with Pearler Prepay)
MANAGEMENT FEE
0.40% p.a.
Calculate your costs and discover ways to reduce your fees
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ESG
ESG
61.47
Environmental score
78.51
Social score
61.53
Governance score
Advanced information
Advanced information
Leveraged
No
P/E ratio
17.86
Inverse
No
P/B ratio
2.07
Expense ratio
0.4
Inception date
2013-07-10
Community insights
Community insights
General statistics
61 investors hold QOZ
31 weeks average time between investments
$5,866 average holding per investor
3 hours since last community investment
Demographics
Income of investors
Less than 50k
39%
50k - 100k
37%
100k - 150k
16%
150k - 200k
7%
More than 200k
1%
Age of investors
35-90 years old
74%
26-34 years old
21%
18-25 years old
5%
Legal gender of investors
51% male
49% female
Related items
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Pricing data reflects the most recent end-of-day traded price. Live pricing is shown at the time of buy/sell and may differ from what's displayed here. Other data is provided by our data partner, last updated on 18 November 2025, and may have changed since.
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