Back
Compare AU
Compare MFOA vs. QUS
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 Milford Australian Absolute Growth Complex ETF (MFOA) and the Betashares S&P 500 Equal Weight ETF (QUS). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
MFOA | QUS | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 87 |
Median incremental investment | $693.50 | $1,071.77 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $11,408.04 | $6,498.56 |
Average age group | 26 - 35 | > 35 |
Key Summary
MFOA | QUS | |
|---|---|---|
Strategy | MFOA.AX was created on 2023-01-16 by Milford. The fund's investment portfolio concentrates primarily on multi-strategy alternatives. The Fund targets absolute returns with an annualised return objective of 5% above the RBA cash rate while seeking to preserve investor capital over rolling three year periods (net of fees). | QUS.AX was created on 2014-12-17 by BetaShares. The fund's investment portfolio concentrates primarily on large cap equity. QUS.AX aims to track the performance of the S&P 500 Equal Weight Index (before fees and expenses). The Index provides exposure to 500 leading listed U.S. companies, with each holding in the index weighted equally. |
Top 3 holdings | ANZ Group Holdings Ltd (3.43 %) National Australia Bank Ltd (3.19 %) Westpac Banking Corp (3.16 %) | WESTERN DIGITAL CORP (0.29 %) ARISTA NETWORKS INC (0.28 %) INVESCO LTD (0.28 %) |
Top 3 industries | Other (70.40 %) Materials (13.15 %) Health Care (11.52 %) | Industrials (15.79 %) Financials (14.65 %) Information Technology (13.66 %) |
Top 3 countries | Australia (83.13 %) United States (9.91 %) New Zealand (4.73 %) | United States (98.80 %) Switzerland (0.41 %) Ireland (0.21 %) |
Management fee | 0 % | 0.29 % |
Key Summary
MFOA | QUS | |
|---|---|---|
Issuer | Milford | BetaShares |
Tracking index | RBA Cash Rate - AUD - Benchmark TR Gross | S&P 500 Equal Weighted |
Asset class | ETF | ETF |
Management fee | 0 % | 0.29 % |
Price | $11.34 | $50.77 |
Size | N/A | $989.098 million |
10Y return | N/A | 92.02 % |
Annual distribution yield (5Y) | 2.09 % | 3.59 % |
Market | ASX | ASX |
First listed date | 15/01/2023 | 19/12/2014 |
Purchase fee | $6.50 | $6.50 |
Community Stats
MFOA | QUS | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 87 |
Median incremental investment | $693.50 | $1,071.77 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $11,408.04 | $6,498.56 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
MFOA | QUS | |
|---|---|---|
Pros |
|
|
Cons |
|
|
MFOA | QUS |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
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 |