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Compare MVW 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 Australian Equal Weight ETF (MVW) 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
MVW | QFN | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 247 | 38 |
Median incremental investment | $845.32 | $727.64 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,886.70 | $2,958.45 |
Average age group | > 35 | > 35 |
Key Summary
MVW | QFN | |
|---|---|---|
Strategy | The fund seeks to track the performance of the MVIS Australia Equal Weight Index before additional fees. | QFN.AX was created on 2010-12-10 by BetaShares. The fund's investment portfolio concentrates primarily on financials equity. The ETF currently has 80.22m 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 | PLS Group Ltd (1.60 %) ASX Ltd (1.57 %) Worley Ltd (1.53 %) | S&P/ASX200 F-REIT JUN26 (0 %) COMMONWEALTH BANK OF AUSTRALIA (31.93 %) WESTPAC BANKING CORP (14.54 %) |
Top 3 industries | Materials (32.40 %) Energy (30.06 %) Consumer Staples (19.56 %) | Financials (98.17 %) Communication Services (2.56 %) Other (1.83 %) |
Top 3 countries | Australia (100.00 %) | Australia (99.83 %) United States (0.17 %) |
Management fee | 0.35 % | 0.0034 % |
Key Summary
MVW | QFN | |
|---|---|---|
Issuer | VanEck | BetaShares |
Tracking index | MVIS Australia Equal Weight Index - AUD | Solactive Australia Financials Ex-REITs Sector Index |
Asset class | ETF | ETF |
Management fee | 0.35 % | 0.0034 % |
Price | $38.09 | $18.06 |
Size | $3.202 billion | $79.972 million |
10Y return | 64.75 % | 79.34 % |
Annual distribution yield (5Y) | 3.74 % | 3.12 % |
Market | ASX | ASX |
First listed date | 06/03/2014 | 15/12/2010 |
Purchase fee | $6.50 | $6.50 |
Community Stats
MVW | QFN | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 247 | 38 |
Median incremental investment | $845.32 | $727.64 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,886.70 | $2,958.45 |
Average age group | > 35 | > 35 |
Pros and Cons
MVW | QFN | |
|---|---|---|
Pros |
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Cons |
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MVW | QFN |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
Lower exposure to US market | Higher exposure to US market |
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |