Compare AU
Compare IVV 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 S&P 500 ETF (IVV) 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
IVV | QFN | |
---|---|---|
Popularity | High | Low |
Pearlers invested | 14,300 | 24 |
Median incremental investment | $996.39 | $608.75 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,970.22 | $2,326.26 |
Average age group | 26 - 35 | 26 - 35 |
Key Summary
IVV | QFN | |
---|---|---|
Strategy | iShares S&P 500 ETF (ASX: IVV) seeks to track the performance of the US S&P 500 index before account fees, expenses, and taxes. The index tracks the top 500 companies on the US stock market. | QFN.AX was created on 2010-12-10 by BetaShares. The fund's investment portfolio concentrates primarily on financials equity. 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 | Microsoft Corporation (6.95 %) Apple, Inc. (5.75 %) NVIDIA Corporation (5.10 %) | S&P/ASX200 F-REIT MAR25 (0 %) COMMONWEALTH BANK OF AUSTRALIA (31.45 %) NATIONAL AUSTRALIA BANK LTD (14.31 %) |
Top 3 industries | Other (99.97 %) Communication Services (0.00 %) | Financials (99.22 %) Communication Services (2.56 %) Other (0.78 %) |
Top 3 countries | United States (99.92 %) | Australia (99.69 %) United States (0.31 %) |
Management fee | 0.04 % | 0.34 % |
Key Summary
IVV | QFN | |
---|---|---|
Issuer | iShares | BetaShares |
Tracking index | S&P 500 - AUD | Solactive Australia Financials Ex-REITs Sector Index |
Asset class | ETF | ETF |
Management fee | 0.04 % | 0.34 % |
Price | $64.39 | $16.98 |
Size | $11.228 billion | $81.878 million |
10Y return | 262.70 % | 37.38 % |
Annual distribution yield (5Y) | 12.27 % | 4.79 % |
Market | ASX | ASX |
First listed date | 10/10/2007 | 15/12/2010 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IVV | QFN | |
---|---|---|
Popularity | High | Low |
Pearlers invested | 14,300 | 24 |
Median incremental investment | $996.39 | $608.75 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,970.22 | $2,326.26 |
Average age group | 26 - 35 | 26 - 35 |
Pros and Cons
IVV | QFN | |
---|---|---|
Pros |
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Cons |
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IVV | QFN |
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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 |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |