Compare AU
Compare AUMF 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, Exchange-Traded Funds (ETFs) are a popular choice. Two well-known options in the Australian Securities Exchange (ASX) are the iShares Edge MSCI Australia Multifactor ETF (AUMF) and the BetaShares Australian Financials Sector ETF (QFN). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
AUMF | QFN | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 3 | 23 |
Median incremental investment | $129.64 | $540.50 |
Median investment frequency | Weekly | Monthly |
Median total investment | $1,471.90 | $2,113.75 |
Average age group | 26 - 35 | 26 - 35 |
Key Summary
AUMF | QFN | |
|---|---|---|
Strategy | AUMF.AX was created on 2016-10-11 by iShares. The fund's investment portfolio concentrates primarily on total market equity. The ETF currently has 78.88m in AUM and 122 holdings. The fund aims to provide investors with the performance of the MSCI Australia IMI Diversified Multiple Factor (AUD) Index, before fees and expenses. The index is designed to measure the performance of Australian equities that have favorable exposure to four target style factors subject to constraints. | QFN.AX was created on 2010-12-10 by BetaShares. The fund's investment portfolio concentrates primarily on financials equity. The ETF currently has 60.74m 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 | COMMONWEALTH BANK OF AUSTRALIA (8.15 %) BHP GROUP LTD (7.02 %) CSL LTD (4.26 %) | COMMONWEALTH BANK OF AUSTRALIA (29.78 %) NATIONAL AUSTRALIA BANK LTD (15.53 %) WESTPAC BANKING CORP (13.12 %) |
Top 3 industries | Financials (28.68 %) Materials (18.21 %) Industrials (12.21 %) | Financials (99.61 %) Communication Services (2.56 %) Other (0.39 %) |
Top 3 countries | Australia (99.45 %) China (0.55 %) | Australia (99.69 %) United States (0.31 %) |
Management fee | 0.3 % | 0.34 % |
Key Summary
AUMF | QFN | |
|---|---|---|
Issuer | iShares | BetaShares |
Tracking index | MSCI Australia IMI Diversified Multiple-Factor Index - AUD | Solactive Australia Financials Ex-REITs Sector Index |
Asset class | ETF | ETF |
Management fee | 0.3 % | 0.34 % |
Price | $35.70 | $16.86 |
Size | $82.030 million | $88.853 million |
10Y return | N/A | 44.85 % |
Annual distribution yield (5Y) | 5.42 % | 5.63 % |
Market | ASX | ASX |
First listed date | 14/10/2016 | 15/12/2010 |
Purchase fee | $6.50 | $6.50 |
Community Stats
AUMF | QFN | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 3 | 23 |
Median incremental investment | $129.64 | $540.50 |
Median investment frequency | Weekly | Monthly |
Median total investment | $1,471.90 | $2,113.75 |
Average age group | 26 - 35 | 26 - 35 |
Pros and Cons
AUMF | QFN | |
|---|---|---|
Pros |
|
|
Cons |
|
|
AUMF | 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 |