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Compare MOAT 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 VanEck Morningstar Wide Moat ETF (MOAT) 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
MOAT | QFN | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 555 | 32 |
Median incremental investment | $1,000.00 | $770.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,254.03 | $3,263.44 |
Average age group | > 35 | > 35 |
Key Summary
MOAT | QFN | |
|---|---|---|
Strategy | The key objective of the MOAT fund is to track the performance of the Morningstar Wide Moat Focus NR AUD 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 | Applied Materials Inc (3.42 %) Thermo Fisher Scientific Inc (3.13 %) Huntington Ingalls Industries Inc (3.10 %) | S&P/ASX200 F-REIT DEC25 (0 %) COMMONWEALTH BANK OF AUSTRALIA (29.57 %) WESTPAC BANKING CORP (14.87 %) |
Top 3 industries | Industrials (30.90 %) Information Technology (30.56 %) Other (18.38 %) | Financials (98.17 %) Communication Services (2.56 %) Other (1.83 %) |
Top 3 countries | United States (98.74 %) Netherlands (1.26 %) | Australia (99.69 %) United States (0.31 %) |
Management fee | 0.49 % | 0.34 % |
Key Summary
MOAT | QFN | |
|---|---|---|
Issuer | VanEck | BetaShares |
Tracking index | Morningstar Wide Moat Focus Index - AUD | Solactive Australia Financials Ex-REITs Sector Index |
Asset class | ETF | ETF |
Management fee | 0.49 % | 0.34 % |
Price | $128.70 | $17.83 |
Size | $1.003 billion | $72.464 million |
10Y return | 205.19 % | 63.13 % |
Annual distribution yield (5Y) | 4.86 % | 2.99 % |
Market | ASX | ASX |
First listed date | 26/06/2015 | 15/12/2010 |
Purchase fee | $6.50 | $6.50 |
Community Stats
MOAT | QFN | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 555 | 32 |
Median incremental investment | $1,000.00 | $770.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,254.03 | $3,263.44 |
Average age group | > 35 | > 35 |
Pros and Cons
MOAT | QFN | |
|---|---|---|
Pros |
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Cons |
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MOAT | QFN |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |