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Compare AU
Compare IAF vs. QUAL
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 Bloomberg Aussie Bonds (IAF) and the MSCI Global 'Quality' (ex-AUS) (QUAL). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
IAF | QUAL | |
|---|---|---|
Popularity | Low | Medium |
Pearlers invested | 534 | 1,438 |
Median incremental investment | $1,060.00 | $993.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,835.28 | $3,404.02 |
Average age group | > 35 | > 35 |
Key Summary
IAF | QUAL | |
|---|---|---|
Strategy | IAF.AX was created on 2012-03-12 by iShares. The fund's investment portfolio concentrates primarily on investment grade fixed income. The ETF currently has 3247.06m in AUM and 594 holdings. The fund aims to provide investors with the performance of the Bloomberg AusBond Composite 0+ Yr IndexSM, before fees and expenses. The index is designed to measure the performance of the Australian bond market and includes investment grade fixed income securities issued by the Australian Treasury. | QUAL's key objective is to invest in high-quality companies that have outperformed the market over the long term compared to global equity benchmarks. |
Top 3 holdings | AUSTRALIA (COMMONWEALTH OF) RegS (2.54 %) AUSTRALIA (COMMONWEALTH OF) RegS (2.42 %) AUSTRALIA (COMMONWEALTH OF) RegS (2.40 %) | Meta Platforms Inc Class A (4.84 %) Apple Inc (4.76 %) NVIDIA Corp (4.61 %) |
Top 3 industries | Other (99.31 %) Financials (0.25 %) Communication Services (0.19 %) | Information Technology (44.94 %) Communication Services (29.45 %) Financials (8.21 %) |
Top 3 countries | United States (76.41 %) Switzerland (5.61 %) United Kingdom of Great Britain and Northern Ireland (4.19 %) | |
Management fee | 0.15 % | 0.4 % |
Key Summary
IAF | QUAL | |
|---|---|---|
Issuer | iShares | VanEck |
Tracking index | Bloomberg AusBond Composite 0+ Yr Index - AUD | MSCI World ex Australia Quality Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.15 % | 0.4 % |
Price | $100.32 | $59.06 |
Size | $3.600 billion | $7.732 billion |
10Y return | -6.16 % | 219.24 % |
Annual distribution yield (5Y) | 1.98 % | 2.05 % |
Market | ASX | ASX |
First listed date | 14/03/2012 | 31/10/2014 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IAF | QUAL | |
|---|---|---|
Popularity | Low | Medium |
Pearlers invested | 534 | 1,438 |
Median incremental investment | $1,060.00 | $993.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,835.28 | $3,404.02 |
Average age group | > 35 | > 35 |
Pros and Cons
IAF | QUAL | |
|---|---|---|
Pros |
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Cons |
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IAF | QUAL |
|---|---|
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 |