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Compare QFN vs. ULTB
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 20+ Year U.S. Treasury Bond (Hedged) ETF (ULTB). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
QFN | ULTB | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 33 | 1 |
Median incremental investment | $746.50 | $25,000.00 |
Median investment frequency | Monthly | Weekly |
Median total investment | $3,009.60 | $75,568.35 |
Average age group | > 35 | > 35 |
Key Summary
QFN | ULTB | |
|---|---|---|
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. | N/A |
Top 3 holdings | S&P/ASX200 F-REIT DEC25 (0 %) COMMONWEALTH BANK OF AUSTRALIA (29.44 %) WESTPAC BANKING CORP (14.90 %) | ISHARES $ TREASURY BOND 20+Y AUDHD (99.96 %) AUD CASH (0.03 %) EUR CASH (0.00 %) |
Top 3 industries | Financials (98.17 %) Communication Services (2.56 %) Other (1.83 %) | |
Top 3 countries | Australia (99.69 %) United States (0.31 %) | |
Management fee | 0.34 % | 0 % |
Key Summary
QFN | ULTB | |
|---|---|---|
Issuer | BetaShares | |
Tracking index | Solactive Australia Financials Ex-REITs Sector Index | |
Asset class | ETF | Stock |
Management fee | 0.34 % | 0 % |
Price | $17.56 | $92.95 |
Size | $79.178 million | N/A |
10Y return | 61.69 % | N/A |
Annual distribution yield (5Y) | 2.99 % | 3.02 % |
Market | ASX | ASX |
First listed date | 15/12/2010 | 05/09/2024 |
Purchase fee | $6.50 | $6.50 |
Community Stats
QFN | ULTB | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 33 | 1 |
Median incremental investment | $746.50 | $25,000.00 |
Median investment frequency | Monthly | Weekly |
Median total investment | $3,009.60 | $75,568.35 |
Average age group | > 35 | > 35 |
Pros and Cons
QFN | ULTB | |
|---|---|---|
Pros |
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Cons |
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QFN | ULTB |
|---|---|
Exposure to more markets and sectors | Exposure to 1 market and 1 sector only |
Higher price growth | Lower price growth |
Lower dividend/distribution yield | Higher dividend/distribution yield |