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Compare MVOL 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 Edge MSCI Australia Minimum Volatility ETF (MVOL) 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
MVOL | QFN | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 25 |
Median incremental investment | $2,592.00 | $709.17 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,915.55 | $3,040.80 |
Average age group | > 35 | > 35 |
Key Summary
MVOL | QFN | |
|---|---|---|
Strategy | MVOL.AX was created on 2016-10-11 by iShares. The fund's investment portfolio concentrates primarily on total market equity. The ETF currently has 27.57m in AUM and 101 holdings. The fund aims to provide investors with the performance of the MSCI Australia IMI Select Minimum Volatility (AUD) Index, before fees and expenses. | QFN.AX was created on 2010-12-10 by BetaShares. The fund's investment portfolio concentrates primarily on financials equity. The ETF currently has 105.89m in AUM and 28 holdings. 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 | TELSTRA GROUP LTD (6.36 %) COMMONWEALTH BANK OF AUSTRALIA (4.43 %) CSL LTD (3.98 %) | S&P/ASX200 F-REIT SEP25 (0 %) COMMONWEALTH BANK OF AUSTRALIA (34.42 %) NATIONAL AUSTRALIA BANK LTD (13.40 %) |
Top 3 industries | Financials (28.17 %) Materials (14.39 %) Industrials (11.69 %) | Financials (95.56 %) Other (4.44 %) Communication Services (2.56 %) |
Top 3 countries | Australia (98.91 %) New Zealand (0.41 %) China (0.34 %) | Australia (99.69 %) United States (0.31 %) |
Management fee | 0.3 % | 0.34 % |
Key Summary
MVOL | QFN | |
|---|---|---|
Issuer | iShares | BetaShares |
Tracking index | MSCI Australia IMI Select Minimum Volatility (AUD) Index - AUD | Solactive Australia Financials Ex-REITs Sector Index |
Asset class | ETF | ETF |
Management fee | 0.3 % | 0.34 % |
Price | $35.34 | $18.10 |
Size | $27.635 million | $106.241 million |
10Y return | N/A | 48.36 % |
Annual distribution yield (5Y) | 3.63 % | 3.28 % |
Market | ASX | ASX |
First listed date | 14/10/2016 | 15/12/2010 |
Purchase fee | $6.50 | $6.50 |
Community Stats
MVOL | QFN | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 25 |
Median incremental investment | $2,592.00 | $709.17 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,915.55 | $3,040.80 |
Average age group | > 35 | > 35 |
Pros and Cons
MVOL | QFN | |
|---|---|---|
Pros |
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Cons |
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MVOL | 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 |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |