Compare AU

Compare QFN vs. HVLU

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, 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/โ€Šdividend 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

  • 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

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

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