Compare AU
Compare QUAL vs. QPON
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 VanEck MSCI International Quality ETF (QUAL) and the BetaShares Australian Bank Senior Floating Rate Bond ETF (QPON). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
QUAL | QPON | |
|---|---|---|
Popularity | Medium | Low |
Pearlers invested | 1,285 | 11 |
Median incremental investment | $860.98 | $5,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,466.25 | $2,761.30 |
Average age group | > 35 | > 35 |
Key Summary
QUAL | QPON | |
|---|---|---|
Strategy | QUAL's key objective is to invest in high-quality companies that have outperformed the market over the long term compared to global equity benchmarks. | 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. |
Top 3 holdings | Apple Inc (5.75 %) Meta Platforms Inc Class A (5.24 %) Microsoft Corp (5.19 %) | 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 %) |
Top 3 industries | Information Technology (42.68 %) Communication Services (22.59 %) Health Care (19.76 %) | Other (96.47 %) Communication Services (3.53 %) |
Top 3 countries | United States (77.74 %) Switzerland (4.98 %) United Kingdom of Great Britain and Northern Ireland (4.22 %) | |
Management fee | 0.4 % | 0.22 % |
Key Summary
QUAL | QPON | |
|---|---|---|
Issuer | VanEck | BetaShares |
Tracking index | MSCI World ex Australia Quality Index - AUD | Solactive Australian Bank Senior Floating Rate Bond Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.4 % | 0.22 % |
Price | $58.75 | $26.05 |
Size | $7.019 billion | $1.551 billion |
10Y return | 244.78 % | N/A |
Annual distribution yield (5Y) | 1.85 % | 2.63 % |
Market | ASX | ASX |
First listed date | 31/10/2014 | 06/06/2017 |
Purchase fee | $6.50 | $6.50 |
Community Stats
QUAL | QPON | |
|---|---|---|
Popularity | Medium | Low |
Pearlers invested | 1,285 | 11 |
Median incremental investment | $860.98 | $5,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,466.25 | $2,761.30 |
Average age group | > 35 | > 35 |
Pros and Cons
QUAL | QPON | |
|---|---|---|
Pros |
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Cons |
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QUAL | QPON |
|---|---|
Higher exposure to US market | Lower exposure to US market |
Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |