Compare AU
Compare IBAL 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 Balanced Esg ETF (IBAL) 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
IBAL | QFN | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 23 |
Median incremental investment | $993.50 | $618.75 |
Median investment frequency | Weekly | Monthly |
Median total investment | $946.11 | $2,731.68 |
Average age group | > 35 | 26 - 35 |
Key Summary
IBAL | QFN | |
|---|---|---|
Strategy | IBAL.AX was created on 2022-08-15 by iShares. The fund's investment portfolio concentrates primarily on target outcome asset allocation. The Fund aims to provide investors with the performance of the various indices of the Underlying Funds in which the Fund invests, in proportion to a Balanced long term Strategic Asset Allocation . | QFN.AX was created on 2010-12-10 by BetaShares. The fund's investment portfolio concentrates primarily on financials equity. The ETF currently has 53.75m in AUM and 28 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 | iShares Core MSCI Wld Ex Aus ESG ETF (23.89 %) iShares Treasury ETF (16.32 %) iShares Core MSCI Australia ESG ETF (16.19 %) | S&P/ASX200 F-REIT JUN25 (0 %) COMMONWEALTH BANK OF AUSTRALIA (33.62 %) WESTPAC BANKING CORP (13.36 %) |
Top 3 industries | Other (99.97 %) Communication Services (0.03 %) | Financials (95.49 %) Other (4.51 %) Communication Services (2.56 %) |
Top 3 countries | United States (47.38 %) Australia (36.02 %) Japan (3.94 %) | Australia (99.69 %) United States (0.31 %) |
Management fee | 0.22 % | 0.34 % |
Key Summary
IBAL | QFN | |
|---|---|---|
Issuer | iShares | BetaShares |
Tracking index | Solactive Australia Financials Ex-REITs Sector Index | |
Asset class | ETF | ETF |
Management fee | 0.22 % | 0.34 % |
Price | $28.67 | $16.40 |
Size | $16.543 million | $58.882 million |
10Y return | N/A | 26.84 % |
Annual distribution yield (5Y) | 1.53 % | 4.79 % |
Market | ASX | ASX |
First listed date | 16/08/2022 | 15/12/2010 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IBAL | QFN | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 23 |
Median incremental investment | $993.50 | $618.75 |
Median investment frequency | Weekly | Monthly |
Median total investment | $946.11 | $2,731.68 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
IBAL | QFN | |
|---|---|---|
Pros |
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Cons |
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IBAL | QFN |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Lower management fee | Higher management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |