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Compare QRE vs. ADEF
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 Resources Sector ETF (QRE) and the Apostle Dundas Gbl Eqty Fund - Class D Active ETF (ADEF). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
QRE | ADEF | |
|---|---|---|
Popularity | Low | N/A |
Pearlers invested | 104 | 0 |
Median incremental investment | $993.50 | $0 |
Median investment frequency | Monthly | N/A |
Median total investment | $2,065.64 | $0 |
Average age group | > 35 | N/A |
Key Summary
QRE | ADEF | |
|---|---|---|
Strategy | QRE.AX was created on 2010-12-10 by BetaShares. The fund's investment portfolio concentrates primarily on theme equity. QRE.AX aims to track the performance an index (before fees and expenses) comprising the largest ASX-listed companies in the resources sector, including BHP, Rio Tinto, Woodside Petroleum and more. | ADEF.AX was created on 2021-02-24 by Apostle. The fund's investment portfolio concentrates primarily on total market equity. The Funds investment objective is to deliver Long-Term dividend growth and capital appreciation. The target is to exceed the MSCI All Country World ex Australia Index by 2.5% p.a. after all fees and expenses on a rolling 5 year basis. |
Top 3 holdings | S&P/ASX 200 R IDX MAR26 (0 %) BHP GROUP LTD (34.85 %) RIO TINTO LTD (8.15 %) | Alphabet Inc Class C (4.12 %) Microsoft Corp (3.94 %) WR Berkley Corp (3.64 %) |
Top 3 industries | Materials (73.55 %) Energy (18.66 %) Utilities (3.92 %) | Financials (38.26 %) Information Technology (31.92 %) Industrials (11.72 %) |
Top 3 countries | Australia (95.29 %) United States (3.12 %) United Kingdom of Great Britain and Northern Ireland (0.81 %) | |
Management fee | 0.34 % | 0 % |
Key Summary
QRE | ADEF | |
|---|---|---|
Issuer | BetaShares | Apostle |
Tracking index | Solactive Australia Resources Sector Index - AUD - Benchmark TR Gross | MSCI All Country World ex-Australia Index - AUD - Benchmark TR Net |
Asset class | ETF | ETF |
Management fee | 0.34 % | 0 % |
Price | $9.14 | $5.93 |
Size | $464.833 million | $16.510 million |
10Y return | 195.79 % | N/A |
Annual distribution yield (5Y) | 6.49 % | 0.32 % |
Market | ASX | ASX |
First listed date | 15/12/2010 | 23/02/2021 |
Purchase fee | $6.50 | $6.50 |
Community Stats
QRE | ADEF | |
|---|---|---|
Popularity | Low | N/A |
Pearlers invested | 104 | 0 |
Median incremental investment | $993.50 | $0 |
Median investment frequency | Monthly | N/A |
Median total investment | $2,065.64 | $0 |
Average age group | > 35 | N/A |
Pros and Cons
QRE | ADEF | |
|---|---|---|
Pros |
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Cons |
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QRE | ADEF |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |