QOZ vs. SFY ETF Comparison
Comparison of BetaShares FTSE RAFI Australia 200 ETF (QOZ) to SPDR S&P/ASX 50 Fund (SFY)
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
$16.90
Average Daily Volume
34,970
Number of Holdings
*
10
* may have additional holdings in another (foreign) market
SFY
SPDR S&P/ASX 50 Fund
SFY Description
SPDR S&P/ASX 50 Fund invests in securities that are constituents of S&P/ASX 50 securities in accordance with the provisions of the Fund's constitution. The Fund is engaged in the business of investment management within Australia. The Fund seeks to closely track, before fees and expenses, the returns of the S&P/ASX 50 Index. The Fund's approach is designed to provide portfolios with low portfolio turnover, accurate tracking and lower costs. The S&P/ASX 50 Index consists of approximately 50 securities by market capitalization in Australia. The Fund invests in various sectors, such as financials, materials, property trusts, consumer staples, industrials, telecommunication services, healthcare, energy, utilities and information technology. The Fund operates in Australia and holds investments in Australia. State Street Global Advisors, Australia, Limited is the Fund's investment manager.Grade (RS Rating)
Last Trade
$74.78
Average Daily Volume
7,682
Number of Holdings
*
10
* may have additional holdings in another (foreign) market
Performance
Period | QOZ | SFY |
---|---|---|
30 Days | 1.93% | 2.82% |
60 Days | 2.74% | 2.84% |
90 Days | 5.82% | 5.94% |
12 Months | 19.85% | 23.46% |
QOZ: Top Represented Industries & Keywords
SFY: Top Represented Industries & Keywords