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Compare AAA vs. QFN
Compare shares and ETFs on the ASX that you can trade on Pearler.
Overview
When it comes to investing in the Australian stock market, shares and ETFs are a popular choice. Two options in the ASX are AAA and QFN. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
AAA | QFN | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 241 | 37 |
Median incremental investment | $4,028.65 | $745.34 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,207.48 | $2,851.20 |
Average age group | > 35 | > 35 |
Key Summary
AAA | QFN | |
|---|---|---|
Strategy | AAA.AX was created on 2012-03-06 by BetaShares. The fund's investment portfolio concentrates primarily on target outcome asset allocation. The Fund aims to provide exposure to Australian cash, with attractive and regular incomedistributions that exceed the 30 day Bank Bill Swap Rate (after fees and expenses). | QFN.AX was created on 2010-12-10 by BetaShares. The fund's investment portfolio concentrates primarily on financials equity. The ETF currently has 106.71m in AUM and 27 holdings. QFN.AX aims to track the performance of an index (before fees and expenses) comprising the largest ASX-listed companies in the financial sector, including the Big 4 banks and insurance companies but excluding Real Estate Investment Trusts. |
Top 3 holdings | Betashares Australian High Interest Cash ETF (100 %) | S&P/ASX200 F-REIT JUN26 (0 %) COMMONWEALTH BANK OF AUSTRALIA (30.77 %) WESTPAC BANKING CORP (13.92 %) |
Top 3 industries | Communication Services (100.00 %) | Financials (98.17 %) Communication Services (2.56 %) Other (1.83 %) |
Top 3 countries | Australia (99.83 %) United States (0.17 %) | |
Management fee | 0.18 % | 0.34 % |
Key Summary
AAA | QFN | |
|---|---|---|
Issuer | BetaShares | BetaShares |
Tracking index | Solactive Australia Financials Ex-REITs Sector Index | |
Asset class | ETF | ETF |
Management fee | 0.18 % | 0.34 % |
Price | $50.17 | $17.76 |
Size | $5.010 billion | $131.958 million |
10Y return | 0.04 % | 74.80 % |
Annual dividend/ distribution yield (5Y) | 2.35 % | 3.12 % |
Market | ASX | ASX |
First listed date | 07/03/2012 | 15/12/2010 |
Purchase fee | $6.50 | $6.50 |
Community Stats
AAA | QFN | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 241 | 37 |
Median incremental investment | $4,028.65 | $745.34 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,207.48 | $2,851.20 |
Average age group | > 35 | > 35 |
Pros and Cons
AAA | QFN | |
|---|---|---|
Pros |
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Cons |
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AAA | QFN |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Lower exposure to US market | Higher exposure to US market |
Lower management fee | Higher management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |