Compare AU
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, shares and ETFs are a popular choice. Two options in the ASX are QFN and HVLU. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
QFN | HVLU | |
|---|---|---|
Popularity | Low | N/A |
Pearlers invested | 23 | 0 |
Median incremental investment | $543.50 | $0 |
Median investment frequency | Monthly | N/A |
Median total investment | $2,419.76 | $0 |
Average age group | 26 - 35 | N/A |
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 MAR25 (0 %) COMMONWEALTH BANK OF AUSTRALIA (31.55 %) NATIONAL AUSTRALIA BANK LTD (14.28 %) | VanEck MSCI International Value (Aud Hedged) ETF (100 %) |
Top 3 industries | Financials (99.16 %) Communication Services (2.56 %) Other (0.84 %) | |
Top 3 countries | Australia (99.69 %) United States (0.31 %) | |
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 | $16.24 | $27.05 |
Size | $81.878 million | $5.406 million |
10Y return | 45.65 % | N/A |
Annual distribution/ dividend yield (5Y) | 4.79 % | 0.78 % |
Market | ASX | ASX |
First listed date | 15/12/2010 | 08/11/2023 |
Purchase fee | $6.50 | $6.50 |
Community Stats
QFN | HVLU | |
|---|---|---|
Popularity | Low | N/A |
Pearlers invested | 23 | 0 |
Median incremental investment | $543.50 | $0 |
Median investment frequency | Monthly | N/A |
Median total investment | $2,419.76 | $0 |
Average age group | 26 - 35 | N/A |
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 |
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 |