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Compare QFN vs. OZF
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 SPDR S&P/ASX 200 Financials Ex A-REIT ETF (OZF). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
QFN | OZF | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 32 | 19 |
Median incremental investment | $770.00 | $528.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,225.54 | $1,035.30 |
Average age group | > 35 | > 35 |
Key Summary
QFN | OZF | |
|---|---|---|
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. | OZF.AX was created on 2011-04-13 by SPDR. The fund's investment portfolio concentrates primarily on financials equity. The ETF currently has 42.25m in AUM and 34 holdings. The SPDR S&P/ASX 200 Financials EX A-REIT ETF seeks to closely track, before fees and expenses, the returns of the S&P/ASX 200 Financials Ex A-REIT Index. |
Top 3 holdings | S&P/ASX200 F-REIT DEC25 (0 %) COMMONWEALTH BANK OF AUSTRALIA (28.96 %) WESTPAC BANKING CORP (14.95 %) | Commonwealth Bank of Australia (31.06 %) Westpac Banking Corp (14.34 %) National Australia Bank Ltd (14.06 %) |
Top 3 industries | Financials (98.17 %) Communication Services (2.56 %) Other (1.83 %) | Financials (100.00 %) Other (3.18 %) |
Top 3 countries | Australia (99.69 %) United States (0.31 %) | Australia (99.41 %) United States (0.59 %) |
Management fee | 0.34 % | 0.4 % |
Key Summary
QFN | OZF | |
|---|---|---|
Issuer | BetaShares | SPDR |
Tracking index | Solactive Australia Financials Ex-REITs Sector Index | S&P/ASX 200 Financials Ex-A-REIT - AUD |
Asset class | ETF | ETF |
Management fee | 0.34 % | 0.4 % |
Price | $17.60 | $30.03 |
Size | $72.464 million | $43.053 million |
10Y return | 62.66 % | 53.84 % |
Annual distribution yield (5Y) | 2.99 % | 3.86 % |
Market | ASX | ASX |
First listed date | 15/12/2010 | 13/04/2011 |
Purchase fee | $6.50 | $6.50 |
Community Stats
QFN | OZF | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 32 | 19 |
Median incremental investment | $770.00 | $528.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,225.54 | $1,035.30 |
Average age group | > 35 | > 35 |
Pros and Cons
QFN | OZF | |
|---|---|---|
Pros |
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Cons |
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QFN | OZF |
|---|---|
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 |
Lower distribution yield | Higher distribution yield |