At a glance
Side-by-side comparison
| Metric |
MVW
VanEck Australian Equal Weight ETF
|
QOZ
BetaShares FTSE RAFI Australia 200 ETF
|
|---|---|---|
| Snapshot | ||
| Provider |
VanEck
|
BetaShares
|
| Tracks index |
MVIS Australia Equal Weight Index
|
FTSE RAFI Australia 200 Index
|
| Categories |
AU, Factor
|
AU, Factor, Value
|
| Listed since |
2014 (12 yrs)
|
2013 (13 yrs)
|
| Fund size (AUM) |
$3.3bn
|
$1.3bn
|
| Cost & income | ||
| Management fee |
0.35%
|
0.4%
|
| Dividend yield |
3.4%
|
3.8%
|
| Franking |
75%
|
78%
|
| Turnover |
20%
|
18%
|
| Tax drag | 0.82% | 0.78% |
| Returns |
Tax bracket
|
|
| 1-year return |
1.6%
net
|
18.6%
net
|
| 3-year return |
7.5%
net
|
14.3%
net
|
| 5-year return |
7.4%
net
|
11.4%
net
|
| 10-year return |
8.3%
net
|
10.6%
net
|
| Risk | ||
| Volatility (3y) |
10%
|
10.5%
|
| Volatility (5y) |
12.2%
|
12.2%
|
| Volatility (10y) |
14.1%
|
13.7%
|
| Sharpe ratio (3y) |
0.36
|
0.94
|
| Sharpe ratio (5y) |
0.38
|
0.68
|
| Sharpe ratio (10y) |
0.48
|
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 0.35% management fee keeps more of the return in your pocket.
- Pricier than similar ETFs, which average around 0.34%.
- 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
MVW and QOZ are 2 Australian-listed ETFs we compare side by side. MVW carries the lower management fee (0.35%). Over 10 years, QOZ has delivered the higher total return (10.6% a year). The table above breaks down fees, returns, income and risk for each.
MVW has the lower management fee at 0.35% a year, versus QOZ 0.4%.
Over the past 10 years, QOZ has delivered the higher total return at 10.6% 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.
MVW is the larger fund by assets ($3.3bn). 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.