Compare AU

Compare QFN vs. MVW

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, 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 Australian Equal Weight ETF (MVW). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

QFN

MVW

Popularity

Low

Low

Pearlers invested

24

248

Median incremental investment

$608.75

$833.33

Median investment frequency

Monthly

Monthly

Median total investment

$2,287.90

$3,899.10

Average age group

26 - 35

> 35


Key Summary

QFN

MVW

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.

The fund seeks to track the performance of the MVIS Australia Equal Weight Index before additional fees.

Top 3 holdings

S&P/ASX200 F-REIT MAR25 (0 %)

COMMONWEALTH BANK OF AUSTRALIA (31.45 %)

NATIONAL AUSTRALIA BANK LTD (14.31 %)

Qantas Airways Ltd (2.43 %)

Telix Pharmaceuticals Ltd Ordinary Shares (1.53 %)

Arcadium Lithium PLC CDI (1.51 %)

Top 3 industries

Financials (99.22 %)

Communication Services (2.56 %)

Other (0.78 %)

Industrials (33.95 %)

Health Care (19.42 %)

Real Estate (18.73 %)

Top 3 countries

Australia (99.69 %)

United States (0.31 %)

Australia (97.03 %)

United States (2.97 %)

Management fee

0.34 %

0.35 %


Key Summary

QFN

MVW

Issuer

BetaShares

VanEck

Tracking index

Solactive Australia Financials Ex-REITs Sector Index

MVIS Australia Equal Weight Index - AUD

Asset class

ETF

ETF

Management fee

0.34 %

0.35 %

Price

$16.64

$38.23

Size

$81.878 million

$2.594 billion

10Y return

34.96 %

71.90 %

Annual distribution yield (5Y)

4.79 %

4.48 %

Market

ASX

ASX

First listed date

15/12/2010

06/03/2014

Purchase fee

$6.50

$6.50


Community Stats

QFN

MVW

Popularity

Low

Low

Pearlers invested

24

248

Median incremental investment

$608.75

$833.33

Median investment frequency

Monthly

Monthly

Median total investment

$2,287.90

$3,899.10

Average age group

26 - 35

> 35


Pros and Cons

QFN

MVW

Pros

  • Higher exposure to AU market

  • Lower management fee

  • Higher price growth

  • Higher distribution yield

  • Higher exposure to US market

Cons

  • Lower exposure to US market

  • Lower exposure to AU market

  • Higher management fee

  • Lower price growth

  • Lower distribution yield

QFN

MVW

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

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