QOZ PDS
The Product Disclosure Statement (PDS) explains the fees, tax status and some of the risks.
BetaShares FTSE RAFI Australia 200 ETF (ASX:QOZ)
The BetaShares QOZ ETF provides exposure to a ‘fundamentally weighted’ index of 200 large Australian shares. This ETF focuses on weighting the portfolio with a focus on ‘economic importance’ rather than market capitalisation, while also aiming to outperform traditional market-cap weighted indices.
QOZ ETF review
QOZ share price and fees
QOZ fees
ASX ticker code: QOZ
Yearly fee (MER): 0.40%
FUM: $406.04 million
Monthly spread: 0.12%
Data Last Updated: July 2022
Analyst report
This ETF does not (yet) have an analyst report or rating available. If you would like to request our analyst team cover this ETF, please get in contact with us.
Fee comparison
QOZ yearly fee (MER)
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Sector average fee (MER)
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What does the QOZ ASX ETF invest in?
The BetaShares QOZ ETF invests in Australian shares, which offer growth and income potential. You could buy all of these companies yourself using a share brokerage account, but that would be a very expensive and time-consuming process. ETFs are an effective way to invest in an entire sector through a single trade.
What do investors use the QOZ ETF for?
The QOZ ETF could be used by investors to gain exposure to 200 large Australian companies, without weighting the holdings purely based on the shares market capitalisation. Please note: QOZ’s “fundamentally weighted” index will have a different performance and risk profile compared to a traditional sharemarket index, such as the ASX 200, which uses a company’s market capitalisation.
How to buy the QOZ ETF
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QOZ investor starter pack
QOZ literature
We’ve asked the ETF provider to share their best whitepapers & research with you.
QOZ holdings
The Best ETFs team occasionally upload the ETF’s latest investments, so you see what’s inside the ETF.
ASX: QOZ’s dividend 2021
When does QOZ pay a dividend?
QOZ dividend reinvestment plan (DRP)
Warnings we apply to the QOZ ETF
QOZ tax domicile
QOZ ETF registry
Fund issuer
Australian shares sector data
Sector average return (1Y)
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Average FUM ($m)
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Average fee (MER)
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How QOZ compares:
1Y return
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FUM ($m)
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Fee (MER)
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Sector information is recorded based on the last 12-month returns to July 2022. Refer to the Issuer’s website, speak to your financial adviser and always the fund’s Product Disclosure Statement (PDS) before choosing an ETF for its dividend yield, past returns or fees. Past performance can be a poor indicator of future performance.
Latest ETF News
Latest ETF news:
*The warnings on this page are applied by our ETF research team. Please know that these warnings are based on quantitative metrics and our internal methodology. These risks are not exhaustive and therefore they should not be relied upon. Always read the PDS of the function and speak to your financial adviser before acting on this information.
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