Compare AU
Compare QFN vs. AYLD
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 BetaShares Australian Financials Sector ETF (QFN) and the Global X S&P/ASX 200 Covered Call ETF (AYLD). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
QFN | AYLD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 23 | 10 |
Median incremental investment | $540.50 | $1,065.75 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $2,075.00 | $1,875.88 |
Average age group | 26 - 35 | > 35 |
Key Summary
QFN | AYLD | |
|---|---|---|
Strategy | QFN.AX was created on 2010-12-10 by BetaShares. The fund's investment portfolio concentrates primarily on financials equity. The ETF currently has 60.74m in AUM and 27 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. | AYLD.AX was created on 2023-01-30 by Global X. The fund's investment portfolio concentrates primarily on total market equity. The ETF currently has 52.54m in AUM and 202 holdings. The Fund aims to provide investors with a return that (before fees and expenses) tracks the performance of the S&P/ASX BuyWrite Index |
Top 3 holdings | COMMONWEALTH BANK OF AUSTRALIA (29.78 %) NATIONAL AUSTRALIA BANK LTD (15.53 %) WESTPAC BANKING CORP (13.12 %) | Commonwealth Bank of Australia (10.84 %) BHP Group Ltd (8.72 %) CSL Ltd (5.60 %) |
Top 3 industries | Financials (99.61 %) Communication Services (2.56 %) Other (0.39 %) | Financials (56.04 %) Materials (16.72 %) Health Care (11.14 %) |
Top 3 countries | Australia (99.69 %) United States (0.31 %) | Australia (94.85 %) United States (3.09 %) New Zealand (1.58 %) |
Management fee | 0.34 % | 0.6 % |
Key Summary
QFN | AYLD | |
|---|---|---|
Issuer | BetaShares | Global X |
Tracking index | Solactive Australia Financials Ex-REITs Sector Index | S&P/ASX 200 Index |
Asset class | ETF | ETF |
Management fee | 0.34 % | 0.6 % |
Price | $16.60 | $10.75 |
Size | $88.853 million | $55.617 million |
10Y return | 46.26 % | N/A |
Annual distribution yield (5Y) | 5.63 % | 3.17 % |
Market | ASX | ASX |
First listed date | 15/12/2010 | 31/01/2023 |
Purchase fee | $6.50 | $6.50 |
Community Stats
QFN | AYLD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 23 | 10 |
Median incremental investment | $540.50 | $1,065.75 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $2,075.00 | $1,875.88 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
QFN | AYLD | |
|---|---|---|
Pros |
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Cons |
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QFN | AYLD |
|---|---|
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 |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |