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Compare QFN vs. GOAT
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 Financials Sector ETF (QFN) and the VanEck Morningstar International Wide Moat ETF (GOAT). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
QFN | GOAT | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 26 | 47 |
Median incremental investment | $709.17 | $693.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,318.75 | $2,383.40 |
Average age group | > 35 | > 35 |
Key Summary
QFN | GOAT | |
|---|---|---|
Strategy | QFN.AX was created on 2010-12-10 by BetaShares. The fund's investment portfolio concentrates primarily on financials equity. 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. | GOAT.AX was created on 2020-09-08 by VanEck. The fund's investment portfolio concentrates primarily on total market equity. The ETF currently has 50.43m in AUM and 65 holdings. Each Fund aims to provide investment returns before fees and other costs which track the performance of the Reference Index in Australian dollars. Each Fund does not aim to perfectly replicate the Reference Index on a one-to-one basis. |
Top 3 holdings | S&P/ASX200 F-REIT JUN25 (0 %) COMMONWEALTH BANK OF AUSTRALIA (33.74 %) NATIONAL AUSTRALIA BANK LTD (13.38 %) | Rheinmetall AG (2.95 %) Allegro.EU SA Ordinary Shares (2.50 %) Etsy Inc (2.45 %) |
Top 3 industries | Financials (95.56 %) Other (4.44 %) Communication Services (2.56 %) | Consumer Staples (29.51 %) Industrials (21.79 %) Other (19.42 %) |
Top 3 countries | Australia (99.69 %) United States (0.31 %) | United States (45.37 %) Japan (13.24 %) United Kingdom of Great Britain and Northern Ireland (10.80 %) |
Management fee | 0.34 % | 0.55 % |
Key Summary
QFN | GOAT | |
|---|---|---|
Issuer | BetaShares | VanEck |
Tracking index | Solactive Australia Financials Ex-REITs Sector Index | Morningstar Developed Markets ex-Australia Wide Moat Focus Index |
Asset class | ETF | ETF |
Management fee | 0.34 % | 0.55 % |
Price | $17.70 | $28.04 |
Size | $107.958 million | $50.914 million |
10Y return | 48.74 % | N/A |
Annual distribution yield (5Y) | 4.79 % | 2.60 % |
Market | ASX | ASX |
First listed date | 15/12/2010 | 09/09/2020 |
Purchase fee | $6.50 | $6.50 |
Community Stats
QFN | GOAT | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 26 | 47 |
Median incremental investment | $709.17 | $693.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,318.75 | $2,383.40 |
Average age group | > 35 | > 35 |
Pros and Cons
QFN | GOAT | |
|---|---|---|
Pros |
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Cons |
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QFN | GOAT |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
Lower exposure to US market | Higher exposure to US market |
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |