Compare AU
Compare QFN vs. WVOL
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 MSCI World Ex Aust Minimum Volatility ETF (WVOL). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
QFN | WVOL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 23 | 4 |
Median incremental investment | $613.50 | $2,005.19 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,334.64 | $3,777.98 |
Average age group | 26 - 35 | > 35 |
Key Summary
QFN | WVOL | |
|---|---|---|
Strategy | QFN.AX was created on 2010-12-10 by BetaShares. The fund's investment portfolio concentrates primarily on financials equity. The ETF currently has 61.92m in AUM and 27 holdings. 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. | WVOL.AX was created on 2016-10-11 by iShares. The fund's investment portfolio concentrates primarily on total market equity. The ETF currently has 82.27m in AUM and 388 holdings. The fund aims to provide investors with the performance of the MSCI World Minimum Volatility (AUD) Index, before fees and expenses. |
Top 3 holdings | S&P/ASX200 F-REIT MAR25 (0 %) COMMONWEALTH BANK OF AUSTRALIA (31.52 %) NATIONAL AUSTRALIA BANK LTD (13.34 %) | T MOBILE US INC (1.44 %) JOHNSON & JOHNSON (1.18 %) BERKSHIRE HATHAWAY INC CLASS B (1.05 %) |
Top 3 industries | Financials (95.83 %) Other (4.17 %) Communication Services (2.56 %) | Information Technology (20.44 %) Health Care (14.89 %) Consumer Staples (10.76 %) |
Top 3 countries | Australia (99.69 %) United States (0.31 %) | United States (66.44 %) Japan (10.77 %) Canada (4.58 %) |
Management fee | 0.34 % | 0.3 % |
Key Summary
QFN | WVOL | |
|---|---|---|
Issuer | BetaShares | iShares |
Tracking index | Solactive Australia Financials Ex-REITs Sector Index | MSCI World Minimum Volatility (AUD) Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.34 % | 0.3 % |
Price | $15.16 | $43.93 |
Size | $61.424 million | $81.597 million |
10Y return | 18.53 % | N/A |
Annual distribution yield (5Y) | 4.79 % | 2.73 % |
Market | ASX | ASX |
First listed date | 15/12/2010 | 14/10/2016 |
Purchase fee | $6.50 | $6.50 |
Community Stats
QFN | WVOL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 23 | 4 |
Median incremental investment | $613.50 | $2,005.19 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,334.64 | $3,777.98 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
QFN | WVOL | |
|---|---|---|
Pros |
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Cons |
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QFN | WVOL |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
Lower exposure to US market | Higher exposure to US market |
Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |