Compare AU
Compare QFN vs. UTIP
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 BetaShares Inflation Protected Us Trsy Bond Ch ETF (UTIP). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
QFN | UTIP | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 23 | 2 |
Median incremental investment | $543.50 | $4,023.50 |
Median investment frequency | Monthly | Daily |
Median total investment | $2,419.76 | $15,686.24 |
Average age group | 26 - 35 | > 35 |
Key Summary
QFN | UTIP | |
|---|---|---|
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. | UTIP.AX was created on 2023-09-18 by BetaShares. The fund's investment portfolio concentrates primarily on investment grade fixed income. The investment objective of the Fund is to provide an investment return that aims to track the performance of the Bloomberg Global Inflation-Linked: U.S. TIPS Total Return Index Hedged AUD, before taking into account fees and expenses. |
Top 3 holdings | S&P/ASX200 F-REIT MAR25 (0 %) COMMONWEALTH BANK OF AUSTRALIA (31.55 %) NATIONAL AUSTRALIA BANK LTD (14.28 %) | USD - UNITED STATES DOLLAR (0 %) AUD - AUSTRALIA DOLLAR (0 %) UNITED STATES TREASURY INFLATION INDEXED BONDS 1.875% JUL-34 (3.99 %) |
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 % | 0.22 % |
Key Summary
QFN | UTIP | |
|---|---|---|
Issuer | BetaShares | BetaShares |
Tracking index | Solactive Australia Financials Ex-REITs Sector Index | Bloomberg Global Inflation-Linked U.S. TIPS Total Return Index - AUD - Australian Dollar - Benchmark TR Net Hedged |
Asset class | ETF | ETF |
Management fee | 0.34 % | 0.22 % |
Price | $16.24 | $25.28 |
Size | $81.878 million | $184.219 million |
10Y return | 45.65 % | N/A |
Annual distribution yield (5Y) | 4.79 % | 0.49 % |
Market | ASX | ASX |
First listed date | 15/12/2010 | 19/09/2023 |
Purchase fee | $6.50 | $6.50 |
Community Stats
QFN | UTIP | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 23 | 2 |
Median incremental investment | $543.50 | $4,023.50 |
Median investment frequency | Monthly | Daily |
Median total investment | $2,419.76 | $15,686.24 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
QFN | UTIP | |
|---|---|---|
Pros |
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Cons |
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QFN | UTIP |
|---|---|
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 |