At a glance
Side-by-side comparison
| Metric |
A200
BetaShares Australia 200 ETF
|
QOZ
BetaShares FTSE RAFI Australia 200 ETF
|
|---|---|---|
| Snapshot | ||
| Provider |
BetaShares
|
BetaShares
|
| Tracks index |
Solactive Australia 200 Index
|
FTSE RAFI Australia 200 Index
|
| Categories |
AU, Large-Cap, Market-Cap
|
AU, Factor, Value
|
| Listed since |
2018 (8 yrs)
|
2013 (13 yrs)
|
| Fund size (AUM) |
$10.5bn
|
$1.3bn
|
| Cost & income | ||
| Management fee |
0.04%
|
0.4%
|
| Dividend yield |
3.24%
|
3.8%
|
| Franking |
78%
|
78%
|
| Turnover |
5%
|
18%
|
| Tax drag | 0.42% | 0.78% |
| Returns |
Tax bracket
|
|
| 1-year return |
6.3%
net
|
18.6%
net
|
| 3-year return |
10.5%
net
|
14.3%
net
|
| 5-year return |
8.1%
net
|
11.4%
net
|
| 10-year return |
—
|
10.6%
net
|
| Risk | ||
| Volatility (3y) |
10.7%
|
10.5%
|
| Volatility (5y) |
12.4%
|
12.2%
|
| Volatility (10y) |
—
|
13.7%
|
| Sharpe ratio (3y) |
0.61
|
0.94
|
| Sharpe ratio (5y) |
0.44
|
0.68
|
| Sharpe ratio (10y) |
—
|
0.65
|
| Bid/ask spread |
—
|
—
|
marks the strongest fund in each row. “net” shows the after-tax return at your selected bracket. “—” means we don’t have that data point yet.
Each fund at a glance
- Low-cost: a 0.04% management fee keeps more of the return in your pocket.
- Cheaper alternatives exist: MQAE.
- Top-19% returns over 1 year (58th of 308 ETFs we track).
- Low-cost: a 0.4% management fee keeps more of the return in your pocket.
- Pricier than similar ETFs, which average around 0.34%.
Frequently Asked Questions
A200 and QOZ are 2 Australian-listed ETFs we compare side by side. A200 carries the lower management fee (0.04%). Over 5 years, QOZ has delivered the higher total return (11.4% a year). The table above breaks down fees, returns, income and risk for each.
A200 has the lower management fee at 0.04% a year, versus QOZ 0.4%.
Over the past 5 years, QOZ has delivered the higher total return at 11.4% a year. Past performance is not a reliable indicator of future returns.
QOZ pays the higher at 3.8%. Remember distributions are taxed each year at your marginal rate.
A200 is the larger fund by assets ($10.5bn). Larger funds are typically more liquid and trade on tighter spreads.
Related comparisons
General information only, generated from each fund's published data — not personal financial advice. Past performance is not a reliable indicator of future returns. Consider your own circumstances or seek licensed advice before investing.