Compare AU

Compare QPON vs. IVE

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 MSCI EAFE ETF (IVE). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

QPON

IVE

Popularity

Low

Low

Pearlers invested

11

32

Median incremental investment

$5,000.00

$1,635.76

Median investment frequency

Monthly

Monthly

Median total investment

$3,538.72

$5,869.71

Average age group

> 35

> 35


Key Summary

QPON

IVE

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.

IVE.AX was created on 2001-08-14 by iShares. The fund's investment portfolio concentrates primarily on total market equity. The fund aims to provide investors with the performance of the MSCI EAFE Index, before fees and expenses. The index is designed to measure the performance of stocks from Europe, Australasia and the Far East and may include large- or mid-capitalisation companies.

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 %)

ASML Holding NV (2.39 %)

Moelis & Company (1.49 %)

SHELL PLC - ADS (1.23 %)

Top 3 industries

Other (96.47 %)

Communication Services (3.53 %)

Other (99.86 %)

Communication Services (0.14 %)

Top 3 countries

United States (99.97 %)

Management fee

0.22 %

0.32 %


Key Summary

QPON

IVE

Issuer

BetaShares

iShares

Tracking index

Solactive Australian Bank Senior Floating Rate Bond Index - AUD

MSCI EAFE

Asset class

ETF

ETF

Management fee

0.22 %

0.32 %

Price

$26.02

$119.79

Size

$1.489 billion

$481.818 million

10Y return

N/A

65.16 %

Annual distribution yield (5Y)

2.61 %

2.56 %

Market

ASX

ASX

First listed date

06/06/2017

10/10/2007

Purchase fee

$6.50

$6.50


Community Stats

QPON

IVE

Popularity

Low

Low

Pearlers invested

11

32

Median incremental investment

$5,000.00

$1,635.76

Median investment frequency

Monthly

Monthly

Median total investment

$3,538.72

$5,869.71

Average age group

> 35

> 35


Pros and Cons

QPON

IVE

Pros

  • Lower management fee

  • Higher distribution yield

  • Higher exposure to US market

  • Higher price growth

Cons

  • Lower exposure to US market

  • Lower price growth

  • Higher management fee

  • Lower distribution yield

QPON

IVE

Lower exposure to US market

Higher exposure to US market

Lower management fee

Higher management fee

Lower price growth

Higher price growth

Higher distribution yield

Lower distribution yield

Home