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Compare QPON vs. WDMF
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 World Equity Factor ETF (WDMF). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
QPON | WDMF | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 28 | 3 |
Median incremental investment | $3,618.86 | $5,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $5,698.50 | $13,188.64 |
Average age group | > 35 | 26 - 35 |
Key Summary
QPON | WDMF | |
|---|---|---|
Strategy | QPON.AX was created on 2017-06-01 by BetaShares. The fund's investment portfolio concentrates primarily on high yield fixed income. The ETF currently has 1858.54m in AUM and 12 holdings. 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. | WDMF.AX was created on 2016-10-11 by iShares. The fund's investment portfolio concentrates primarily on total market equity. The ETF currently has 164.13m in AUM and 453 holdings. The Fund aims to provide investors with the performance of an index, before fees and expenses. |
Top 3 holdings | AUSTRALIA & NEW ZEALAND BANKING GROUP LTD FRN FEB-30 (10.73 %) COMMONWEALTH BANK OF AUSTRALIA FRN AUG-30 (10.06 %) NATIONAL AUSTRALIA BANK LTD FRN MAR-30 (10.02 %) | NVIDIA CORP (5.36 %) MICROSOFT CORP (4.71 %) APPLE INC (4.17 %) |
Top 3 industries | Other (96.47 %) Communication Services (3.53 %) | Information Technology (27.38 %) Financials (17.73 %) Consumer Discretionary (11.84 %) |
Top 3 countries | United States (68.87 %) Japan (7.42 %) Canada (2.86 %) | |
Management fee | 0.22 % | 0.35 % |
Key Summary
QPON | WDMF | |
|---|---|---|
Issuer | BetaShares | iShares |
Tracking index | Solactive Australian Bank Senior Floating Rate Bond Index - AUD | MSCI World Diversified Multiple-Factor (AUD) Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.22 % | 0.35 % |
Price | $26.20 | $53.18 |
Size | $1.869 billion | $165.354 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 2.60 % | 5.14 % |
Market | ASX | ASX |
First listed date | 06/06/2017 | 14/10/2016 |
Purchase fee | $6.50 | $6.50 |
Community Stats
QPON | WDMF | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 28 | 3 |
Median incremental investment | $3,618.86 | $5,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $5,698.50 | $13,188.64 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
QPON | WDMF | |
|---|---|---|
Pros |
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Cons |
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QPON | WDMF |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Lower exposure to US market | Higher exposure to US market |
Lower management fee | Higher management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |