Compare AU
Compare QPON vs. IESG
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 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 | 60 |
Median incremental investment | $5,000.00 | $1,919.79 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,761.30 | $5,728.80 |
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 293.88m 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 | Australia (95.54 %) New Zealand (2.29 %) United States (2.18 %) | |
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 | $26.05 | $30.80 |
Size | $1.551 billion | $291.893 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 2.63 % | 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 | 60 |
Median incremental investment | $5,000.00 | $1,919.79 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,761.30 | $5,728.80 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
QPON | IESG | |
|---|---|---|
Pros |
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Cons |
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QPON | IESG |
|---|---|
Lower exposure to AU market | Higher 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 |