Compare AU
Compare QFN vs. WDIV
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 Global Dividend Fund (WDIV). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
QFN | WDIV | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 24 | 36 |
Median incremental investment | $608.75 | $660.62 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,287.90 | $2,637.39 |
Average age group | 26 - 35 | > 35 |
Key Summary
QFN | WDIV | |
|---|---|---|
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. | WDIV.AX was created on 2013-11-01 by SPDR. The fund's investment portfolio concentrates primarily on high dividend yield equity. The ETF currently has 280.61m in AUM and 97 holdings. The SPDR S&P Global Dividend Fund seeks to closely track, before fees and expenses, the returns of the S&P Global Dividend Aristocrats AUD Index. |
Top 3 holdings | S&P/ASX200 F-REIT MAR25 (0 %) COMMONWEALTH BANK OF AUSTRALIA (31.45 %) NATIONAL AUSTRALIA BANK LTD (14.31 %) | Altria Group Inc (2.59 %) Highwoods Properties Inc (2.32 %) Solvay SA (2.13 %) |
Top 3 industries | Financials (99.22 %) Communication Services (2.56 %) Other (0.78 %) | Consumer Staples (32.18 %) Industrials (30.46 %) Real Estate (29.90 %) |
Top 3 countries | Australia (99.69 %) United States (0.31 %) | United States (23.78 %) Canada (21.10 %) Japan (12.42 %) |
Management fee | 0.34 % | 0.35 % |
Key Summary
QFN | WDIV | |
|---|---|---|
Issuer | BetaShares | SPDR |
Tracking index | Solactive Australia Financials Ex-REITs Sector Index | S&P Global Dividend Aristocrats Index sp_43 |
Asset class | ETF | ETF |
Management fee | 0.34 % | 0.35 % |
Price | $16.64 | $19.80 |
Size | $81.878 million | $278.052 million |
10Y return | 34.96 % | 4.54 % |
Annual distribution yield (5Y) | 4.79 % | 4.86 % |
Market | ASX | ASX |
First listed date | 15/12/2010 | 04/11/2013 |
Purchase fee | $6.50 | $6.50 |
Community Stats
QFN | WDIV | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 24 | 36 |
Median incremental investment | $608.75 | $660.62 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,287.90 | $2,637.39 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
QFN | WDIV | |
|---|---|---|
Pros |
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Cons |
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QFN | WDIV |
|---|---|
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 |