Compare AU
Compare IWLD 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 Core MSCI World Ex Australia Esg ETF (IWLD) 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
IWLD | QFN | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 158 | 24 |
Median incremental investment | $1,501.08 | $608.75 |
Median investment frequency | Monthly | Monthly |
Median total investment | $7,089.75 | $2,279.68 |
Average age group | > 35 | 26 - 35 |
Key Summary
IWLD | QFN | |
|---|---|---|
Strategy | The IWLD ETF seeks to track the performance of the MSCI World ex-Australia Custom ESG Leaders Index before considering any fees, expenses, and taxes. | 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 | NVIDIA CORP (9.59 %) MICROSOFT CORP (8.60 %) TESLA INC (3.48 %) | S&P/ASX200 F-REIT MAR25 (0 %) COMMONWEALTH BANK OF AUSTRALIA (31.45 %) NATIONAL AUSTRALIA BANK LTD (14.31 %) |
Top 3 industries | Information Technology (29.14 %) Financials (15.57 %) Consumer Discretionary (12.18 %) | Financials (99.22 %) Communication Services (2.56 %) Other (0.78 %) |
Top 3 countries | United States (74.50 %) Japan (6.44 %) United Kingdom of Great Britain and Northern Ireland (3.41 %) | Australia (99.69 %) United States (0.31 %) |
Management fee | 0.09 % | 0.34 % |
Key Summary
IWLD | QFN | |
|---|---|---|
Issuer | iShares | BetaShares |
Tracking index | MSCI World IMI - AUD | Solactive Australia Financials Ex-REITs Sector Index |
Asset class | ETF | ETF |
Management fee | 0.09 % | 0.34 % |
Price | $61.65 | $16.64 |
Size | $1.139 billion | $81.878 million |
10Y return | N/A | 34.30 % |
Annual distribution yield (5Y) | 4.54 % | 4.79 % |
Market | ASX | ASX |
First listed date | 28/04/2016 | 15/12/2010 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IWLD | QFN | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 158 | 24 |
Median incremental investment | $1,501.08 | $608.75 |
Median investment frequency | Monthly | Monthly |
Median total investment | $7,089.75 | $2,279.68 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
IWLD | QFN | |
|---|---|---|
Pros |
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Cons |
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IWLD | 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 |