Compare AU
Compare WDMF vs. QFN
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 iShares World Equity Factor ETF (WDMF) and the BetaShares Australian Financials Sector ETF (QFN). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
WDMF | QFN | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 23 |
Median incremental investment | $15,993.50 | $613.50 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $139,580.48 | $2,325.40 |
Average age group | > 35 | 26 - 35 |
Key Summary
WDMF | QFN | |
|---|---|---|
Strategy | 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 174.11m in AUM and 423 holdings. The Fund aims to provide investors with the performance of an index, before fees and expenses. | QFN.AX was created on 2010-12-10 by BetaShares. The fund's investment portfolio concentrates primarily on financials equity. The ETF currently has 61.92m in AUM and 27 holdings. QFN.AX aims to track the performance of an index (before fees and expenses) comprising the largest ASX-listed companies in the financial sector, including the Big 4 banks and insurance companies but excluding Real Estate Investment Trusts. |
Top 3 holdings | APPLE INC (5.02 %) NVIDIA CORP (4.24 %) MICROSOFT CORP (4.12 %) | S&P/ASX200 F-REIT MAR25 (0 %) COMMONWEALTH BANK OF AUSTRALIA (31.52 %) NATIONAL AUSTRALIA BANK LTD (13.34 %) |
Top 3 industries | Information Technology (25.61 %) Financials (16.29 %) Consumer Discretionary (13.05 %) | Financials (95.83 %) Other (4.17 %) Communication Services (2.56 %) |
Top 3 countries | United States (68.87 %) Japan (7.42 %) Canada (2.86 %) | Australia (99.69 %) United States (0.31 %) |
Management fee | 0.35 % | 0.34 % |
Key Summary
WDMF | QFN | |
|---|---|---|
Issuer | iShares | BetaShares |
Tracking index | MSCI World Diversified Multiple-Factor (AUD) Index - AUD | Solactive Australia Financials Ex-REITs Sector Index |
Asset class | ETF | ETF |
Management fee | 0.35 % | 0.34 % |
Price | $46.28 | $15.10 |
Size | $171.052 million | $61.424 million |
10Y return | N/A | 18.06 % |
Annual distribution yield (5Y) | 4.98 % | 4.79 % |
Market | ASX | ASX |
First listed date | 14/10/2016 | 15/12/2010 |
Purchase fee | $6.50 | $6.50 |
Community Stats
WDMF | QFN | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 23 |
Median incremental investment | $15,993.50 | $613.50 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $139,580.48 | $2,325.40 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
WDMF | QFN | |
|---|---|---|
Pros |
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Cons |
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WDMF | QFN |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |