Compare AU

Compare QPON vs. IWLD

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 World Ex Australia Esg ETF (IWLD). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

QPON

IWLD

Popularity

Low

Low

Pearlers invested

11

152

Median incremental investment

$5,000.00

$1,513.32

Median investment frequency

Monthly

Monthly

Median total investment

$2,761.30

$6,385.75

Average age group

> 35

> 35


Key Summary

QPON

IWLD

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.

The IWLD ETF seeks to track the performance of the MSCI World ex-Australia Custom ESG Leaders Index before considering any fees, expenses, and taxes.

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 %)

NVIDIA CORP (9.65 %)

MICROSOFT CORP (8.39 %)

ALPHABET INC CLASS A (2.73 %)

Top 3 industries

Other (96.47 %)

Communication Services (3.53 %)

Information Technology (28.63 %)

Financials (15.27 %)

Health Care (12.27 %)

Top 3 countries

United States (74.50 %)

Japan (6.44 %)

United Kingdom of Great Britain and Northern Ireland (3.41 %)

Management fee

0.22 %

0.09 %


Key Summary

QPON

IWLD

Issuer

BetaShares

iShares

Tracking index

Solactive Australian Bank Senior Floating Rate Bond Index - AUD

MSCI World IMI - AUD

Asset class

ETF

ETF

Management fee

0.22 %

0.09 %

Price

$26.05

$62.30

Size

$1.551 billion

$1.118 billion

10Y return

N/A

N/A

Annual distribution yield (5Y)

2.63 %

4.61 %

Market

ASX

ASX

First listed date

06/06/2017

28/04/2016

Purchase fee

$6.50

$6.50


Community Stats

QPON

IWLD

Popularity

Low

Low

Pearlers invested

11

152

Median incremental investment

$5,000.00

$1,513.32

Median investment frequency

Monthly

Monthly

Median total investment

$2,761.30

$6,385.75

Average age group

> 35

> 35


Pros and Cons

QPON

IWLD

Pros

  • Higher exposure to US market

  • Lower management fee

  • Higher price growth

  • Higher distribution yield

Cons

  • Lower exposure to US market

  • Higher management fee

  • Lower price growth

  • Lower distribution yield

QPON

IWLD

Lower exposure to US market

Higher exposure to US market

Higher management fee

Lower management fee

Lower price growth

Higher price growth

Lower distribution yield

Higher distribution yield

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