QOZ vs. HVST ETF Comparison
Comparison of BetaShares FTSE RAFI Australia 200 ETF (QOZ) to BetaShares Australian Dividend Harvester Fund (HVST)
QOZ
BetaShares FTSE RAFI Australia 200 ETF
QOZ Description
The index which QOZ aims to track provides exposure to a diversified portfolio of Australian equities, weighted in a way that is reflective of the economic importance rather than the market capitalisation of its constituents. Constituent weighting is based on accounting values and is known as ”Fundamental indexing”.
Grade (RS Rating)
Last Trade
$16.74
Average Daily Volume
34,694
Number of Holdings
*
10
* may have additional holdings in another (foreign) market
HVST
BetaShares Australian Dividend Harvester Fund
HVST Description
HVST aims to provide exposure to large-cap Australian shares, along with the potential for franked income that is at least 1.5x the yield of the Australian broad sharemarket on an annual basis. In addition, the Fund aims to reduce the volatility of the equity investment returns and defend against losses in declining markets. HVST does not aim to track an index.Grade (RS Rating)
Last Trade
$13.64
Average Daily Volume
29,743
Number of Holdings
*
8
* may have additional holdings in another (foreign) market
Performance
Period | QOZ | HVST |
---|---|---|
30 Days | 1.03% | 1.05% |
60 Days | 1.15% | 0.06% |
90 Days | 4.82% | 2.72% |
12 Months | 18.06% | 16.80% |
QOZ Underweight 1 Positions Relative to HVST
Symbol | Grade | Weight | |
---|---|---|---|
CSL | D | -4.86% |
QOZ: Top Represented Industries & Keywords
HVST: Top Represented Industries & Keywords