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Compare QFN vs. IESG
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 iShares Core MSCI Australia Esg ETF (IESG). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
QFN | IESG | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 32 | 68 |
Median incremental investment | $770.00 | $1,776.21 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,906.93 | $6,462.22 |
Average age group | > 35 | 26 - 35 |
Key Summary
QFN | IESG | |
|---|---|---|
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 84.5m in AUM and 29 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. | IESG.AX was created on 2021-06-02 by iShares. The fund's investment portfolio concentrates primarily on total market equity. The ETF currently has 397.43m in AUM and 80 holdings. The Fund aims to provide investors with the performance of an index, before fees and expenses. The objective of the Fund is to provide exposure to large, mid and small cap segments of the Australian market with better sustainability credentials relative to their sector peers |
Top 3 holdings | S&P/ASX200 F-REIT DEC25 (0 %) COMMONWEALTH BANK OF AUSTRALIA (29.70 %) WESTPAC BANKING CORP (15.05 %) | COMMONWEALTH BANK OF AUSTRALIA (13.69 %) WESFARMERS LTD (9.57 %) CSL LTD (8.35 %) |
Top 3 industries | Financials (98.17 %) Communication Services (2.56 %) Other (1.83 %) | Financials (29.77 %) Materials (18.88 %) Consumer Discretionary (10.77 %) |
Top 3 countries | Australia (99.69 %) United States (0.31 %) | Australia (95.54 %) New Zealand (2.29 %) United States (2.18 %) |
Management fee | 0.34 % | 0.01 % |
Key Summary
QFN | IESG | |
|---|---|---|
Issuer | BetaShares | iShares |
Tracking index | Solactive Australia Financials Ex-REITs Sector Index | MSCI Australia IMI Custom ESG Leaders Index - AUD - Benchmark TR Gross |
Asset class | ETF | ETF |
Management fee | 0.34 % | 0.01 % |
Price | $17.19 | $31.40 |
Size | $122.088 million | $411.288 million |
10Y return | 51.72 % | N/A |
Annual distribution yield (5Y) | 2.99 % | 2.27 % |
Market | ASX | ASX |
First listed date | 15/12/2010 | 03/06/2021 |
Purchase fee | $6.50 | $6.50 |
Community Stats
QFN | IESG | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 32 | 68 |
Median incremental investment | $770.00 | $1,776.21 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,906.93 | $6,462.22 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
QFN | IESG | |
|---|---|---|
Pros |
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Cons |
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QFN | IESG |
|---|---|
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 |
Higher distribution yield | Lower distribution yield |