Compare AU

Compare QPON vs. IESG

Compare shares and ETFs on the ASX that you can trade on Pearler.

BetaShares Australian Bank Senior Floating Rate Bond ETF

ASX

Buy

Buy

Overview
Performance

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 Bank Senior Floating Rate Bond ETF (QPON) and the iShares Core MSCI Australia Esg ETF (IESG). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

QPON

IESG

Popularity

Low

Low

Pearlers invested

11

58

Median incremental investment

$5,000.00

$1,910.79

Median investment frequency

Monthly

Monthly

Median total investment

$3,541.44

$5,691.60

Average age group

> 35

26 - 35


Key Summary

QPON

IESG

Strategy

QPON.AX was created on 2017-06-01 by BetaShares. The fund's investment portfolio concentrates primarily on high yield fixed income. QPON.AX aims to track the performance of an index (before fees and expenses) that measures the performance of a portfolio of some of the largest and most liquid senior floating rate bonds issued by Australian banks.

IESG.AX was created on 2021-06-02 by iShares. The fund's investment portfolio concentrates primarily on total market equity. The ETF currently has 269.67m in AUM and 85 holdings. The Fund aims to provide investors with the performance of an index, before fees and expenses. The objective of the Fund is to provide exposure to large, mid and small cap segments of the Australian market with better sustainability credentials relative to their sector peers

Top 3 holdings

NATIONAL AUSTRALIA BANK LTD FRN MAR-29 (10.02 %)

WESTPAC BANKING CORP FRN MAY-29 (9.98 %)

WESTPAC BANKING CORP FRN JAN-29 (9.97 %)

COMMONWEALTH BANK OF AUSTRALIA (12.51 %)

CSL LTD (9.35 %)

MACQUARIE GROUP LTD DEF (8.68 %)

Top 3 industries

Other (96.47 %)

Communication Services (3.53 %)

Financials (29.83 %)

Materials (18.72 %)

Health Care (11.49 %)

Top 3 countries

Management fee

0.22 %

0.01 %


Key Summary

QPON

IESG

Issuer

BetaShares

iShares

Tracking index

Solactive Australian Bank Senior Floating Rate Bond Index - AUD

MSCI Australia IMI Custom ESG Leaders Index - AUD - Benchmark TR Gross

Asset class

ETF

ETF

Management fee

0.22 %

0.01 %

Price

$26.04

$30.60

Size

$1.489 billion

$271.421 million

10Y return

N/A

N/A

Annual distribution yield (5Y)

2.61 %

2.35 %

Market

ASX

ASX

First listed date

06/06/2017

03/06/2021

Purchase fee

$6.50

$6.50


Community Stats

QPON

IESG

Popularity

Low

Low

Pearlers invested

11

58

Median incremental investment

$5,000.00

$1,910.79

Median investment frequency

Monthly

Monthly

Median total investment

$3,541.44

$5,691.60

Average age group

> 35

26 - 35


Pros and Cons

QPON

IESG

Pros

  • Higher price growth

  • Higher distribution yield

  • Lower management fee

Cons

  • Higher management fee

  • Lower price growth

  • Lower distribution yield

QPON

IESG

Higher management fee

Lower management fee

Higher price growth

Lower price growth

Higher distribution yield

Lower distribution yield

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