G200 vs QOZ

  • G200
  • QOZ

G200 and QOZ hold at least 243 companies between them. 153 are in both, and 77% of each fund is the same companies.

In both · 77%G200 only · 23%

Side by side

FundBetaSharesBetaShares
Asset classASX sharesASX shares
Fee a year0.35%0.40%
Fund size--$1.1b
Holdings2197
1Y price return−5.2%+5.0%
Distribution yield1.75%3.82%
Look-through coverage98.7%99.4%

How alike they are

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