Compare AU

Compare QFN vs. AESG

Compare shares and ETFs on the ASX that you can trade on Pearler.

BetaShares Australian Financials Sector ETF

ASX

Buy

Buy

Overview
Performance

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 BetaShares Australian Financials Sector ETF (QFN) and the iShares Global Aggregate Bond Esg (Aud Hedged) ETF (AESG). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

QFN

AESG

Popularity

Low

Low

Pearlers invested

22

2

Median incremental investment

$542.00

$1,993.50

Median investment frequency

Monthly

Fortnightly

Median total investment

$2,190.63

$14,419.41

Average age group

26 - 35

> 35


Key Summary

QFN

AESG

Strategy

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.

AESG.AX was created on 2022-08-09 by iShares. The fund's investment portfolio concentrates primarily on investment grade fixed income. The Fund aims to provide investors with the performance of an index, before fees and expenses (including the cost of hedging).

Top 3 holdings

S&P/ASX200 F-REIT MAR25 (0 %)

COMMONWEALTH BANK OF AUSTRALIA (31.20 %)

NATIONAL AUSTRALIA BANK LTD (13.92 %)

iShares Global Aggt Bd ESG ETF AUD H Dis (99.95 %)

Top 3 industries

Financials (98.33 %)

Communication Services (2.56 %)

Other (1.67 %)

Other (99.97 %)

Communication Services (0.03 %)

Top 3 countries

Australia (99.69 %)

United States (0.31 %)

Management fee

0.34 %

0.19 %


Key Summary

QFN

AESG

Issuer

BetaShares

iShares

Tracking index

Solactive Australia Financials Ex-REITs Sector Index

Bloomberg MSCI Global Aggregate Sustainable and Green Bond SRI Index - Benchmark TR Net

Asset class

ETF

ETF

Management fee

0.34 %

0.19 %

Price

$15.99

$95.81

Size

$85.168 million

$79.065 million

10Y return

41.25 %

N/A

Annual distribution yield (5Y)

6.12 %

0.84 %

Market

ASX

ASX

First listed date

15/12/2010

10/08/2022

Purchase fee

$6.50

$6.50


Community Stats

QFN

AESG

Popularity

Low

Low

Pearlers invested

22

2

Median incremental investment

$542.00

$1,993.50

Median investment frequency

Monthly

Fortnightly

Median total investment

$2,190.63

$14,419.41

Average age group

26 - 35

> 35


Pros and Cons

QFN

AESG

Pros

  • Higher exposure to AU market

  • Higher exposure to US market

  • Higher price growth

  • Higher distribution yield

  • Lower management fee

Cons

  • Higher management fee

  • Lower exposure to AU market

  • Lower exposure to US market

  • Lower price growth

  • Lower distribution yield

QFN

AESG

Higher exposure to AU market

Lower exposure to AU market

Higher exposure to US market

Lower exposure to US market

Higher management fee

Lower management fee

Higher price growth

Lower price growth

Higher distribution yield

Lower distribution yield

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