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Compare QFN vs. HVLU
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 VanEck MSCI International Value (Aud Hedged) ETF (HVLU). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
QFN | HVLU | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 31 | 3 |
Median incremental investment | $745.92 | $6,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,935.44 | $5,286.78 |
Average age group | > 35 | > 35 |
Key Summary
QFN | HVLU | |
|---|---|---|
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. | HVLU.AX was created on 2023-11-07 by VanEck. The fund's investment portfolio concentrates primarily on total market equity. Each Fund aims to provide investment returns before fees and other costs which track the performance of its Reference Index in Australian dollars. |
Top 3 holdings | S&P/ASX200 F-REIT MAR26 (0 %) COMMONWEALTH BANK OF AUSTRALIA (30.14 %) WESTPAC BANKING CORP (15.47 %) | VanEck MSCI Intl Val ETF (99.41 %) |
Top 3 industries | Financials (98.17 %) Communication Services (2.56 %) Other (1.83 %) | |
Top 3 countries | Australia (99.83 %) United States (0.17 %) | United States (45.12 %) Japan (22.90 %) United Kingdom of Great Britain and Northern Ireland (6.33 %) |
Management fee | 0.34 % | 0.29 % |
Key Summary
QFN | HVLU | |
|---|---|---|
Issuer | BetaShares | VanEck |
Tracking index | Solactive Australia Financials Ex-REITs Sector Index | MSCI World ex Australia Enhanced Value Top 250 Select 100% Hedged to AUD Index - AUD - Benchmark TR Net Hedged |
Asset class | ETF | ETF |
Management fee | 0.34 % | 0.29 % |
Price | $18.12 | $38.31 |
Size | $102.457 million | $59.336 million |
10Y return | 89.94 % | N/A |
Annual distribution yield (5Y) | 3.12 % | 3.73 % |
Market | ASX | ASX |
First listed date | 15/12/2010 | 08/11/2023 |
Purchase fee | $6.50 | $6.50 |
Community Stats
QFN | HVLU | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 31 | 3 |
Median incremental investment | $745.92 | $6,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,935.44 | $5,286.78 |
Average age group | > 35 | > 35 |
Pros and Cons
QFN | HVLU | |
|---|---|---|
Pros |
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Cons |
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QFN | HVLU |
|---|---|
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 |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |