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
|
$1.4bn
|
| Cost & income | ||
| Management fee |
0.35%
|
0.4%
|
| Dividend yield |
3.39%
|
3.81%
|
| Franking |
75%
|
78%
|
| Turnover |
20%
|
18%
|
| Tax drag | 0.82% | 0.79% |
| Returns |
Tax bracket
|
|
| 1-year return |
0.7%
net
|
12.7%
net
|
| 3-year return |
9.1%
net
|
15.6%
net
|
| 5-year return |
6.8%
net
|
11%
net
|
| 10-year return |
8.5%
net
|
10.4%
net
|
| Risk | ||
| Volatility (3y) |
9.8%
|
10.3%
|
| Volatility (5y) |
12.2%
|
12.2%
|
| Volatility (10y) |
14.1%
|
13.7%
|
| Sharpe ratio (3y) |
0.52
|
1.06
|
| Sharpe ratio (5y) |
0.33
|
0.64
|
| Sharpe ratio (10y) |
0.49
|
0.63
|
| 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-24% returns over 1 year (76th of 318 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 (10.4% 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 10.4% a year. Past performance is not a reliable indicator of future returns.
QOZ pays the higher at 3.81%. 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.