Compare AU

Compare IVV vs. QFN

Compare shares and ETFs on the ASX that you can trade on Pearler.

iShares S&P 500 ETF

ASX

Buy

Buy

Overview
Performance

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

  • Higher exposure to US market

  • Lower management fee

  • Higher price growth

  • Higher exposure to AU market

  • Higher distribution yield

Cons

  • Lower exposure to AU market

  • Lower distribution yield

  • Lower exposure to US market

  • Higher management fee

  • Lower price growth

IVV

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

Higher price growth

Lower price growth

Lower distribution yield

Higher distribution yield

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