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


share price:

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$25.00
$27.50
$30.00
$32.50
$35.00
$37.50
$40.00
$42.50
$25.00
$27.50
$30.00
$32.50
$35.00
$37.50
$40.00
$42.50
$25.00
$27.50
$30.00
$32.50
$35.00
$37.50
$40.00
$42.50
$25.00
$27.50
$30.00
$32.50
$35.00
$37.50
$40.00
$42.50
Range: 1 mth | 3 mths | 6 mths | 1 yr | 2 yrs | 5 yrs | 10 yrs

ETF share prices are updated using end of day data from the ASX. FUM, fee and spread data is updated monthly, with a delay. Refer to the ETF’s PDS and the ASX website for up-to-date information.

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.

QOZ performance

This chart shows the yearly performance of the chosen ETF to key asset classes of Aussie shares (ASX: VAS) and US shares (ASX: IVV). You can use this chart to visualise how the ETF responds to different market environments. We recommend using a 5+ year time horizon for comparisons. The chart compares price return only.

Fee comparison

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QOZ yearly fee (MER)
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Sector average fee (MER)

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

Did you know: You can invest in any ASX-listed ETF for $6.50 (or less)?

To invest in any ASX ETF, you need to use a brokerage account. For Australian investors, Australian Pearler has partnered with Best ETFs to bring you easy, effective, long-term ETF investing. You can invest in ETFs on Pearler for just $6.50! And some ETFs can be purchased for $0 (conditions apply).

QOZ investor starter pack

QOZ PDS

The Product Disclosure Statement (PDS) explains the fees, tax status and some of the risks.

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

QOZ dividend yield

Last 12m yield: 7.63%

When does QOZ pay a dividend?

QOZ dividend reinvestment plan (DRP)

Warnings we apply to the QOZ ETF

QOZ tax domicile

Australian shares sector data

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Sector average return (1Y)
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Average FUM ($m)
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Average fee (MER)

How QOZ compares:

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1Y return
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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

ASX: QOZ technical analysis

The Best ETFs technical analysis chart pack shows the 12-month share price movements, Stochastic bands and traded volume (for both up and down days). This chart uses end-of-day data, so it’s for illustrative purposes only.

*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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