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Compare 5GOV vs. AUMF
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 5-10 Year Australian Government Bond ETF (5GOV) and the iShares Edge MSCI Australia Multifactor ETF (AUMF). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
5GOV | AUMF | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 14 |
Median incremental investment | $220.00 | $239.04 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $1,854.65 | $1,187.38 |
Average age group | > 35 | > 35 |
Key Summary
5GOV | AUMF | |
|---|---|---|
Strategy | 5GOV.AX was created on 2023-09-26 by VanEck. The fund's investment portfolio concentrates primarily on investment grade fixed income. The ETF currently has 81.71m in AUM and 56 holdings. Fund aims to provide an investment return before fees and other costs which tracks the performance of S&P/ASX Government Bond 5-10 Year Index in Australian dollars. | AUMF.AX was created on 2016-10-11 by iShares. The fund's investment portfolio concentrates primarily on total market equity. The ETF currently has 130.56m in AUM and 124 holdings. The fund aims to provide investors with the performance of the MSCI Australia IMI Diversified Multiple Factor (AUD) Index, before fees and expenses. The index is designed to measure the performance of Australian equities that have favorable exposure to four target style factors subject to constraints. |
Top 3 holdings | Australia (Commonwealth of) (7.09 %) Australia (Commonwealth of) (6.43 %) Australia (Commonwealth of) (6.17 %) | COMMONWEALTH BANK OF AUSTRALIA (9.31 %) BHP GROUP LTD (6.21 %) RIO TINTO LTD (3.37 %) |
Top 3 industries | Financials (30.50 %) Materials (20.00 %) Real Estate (9.83 %) | |
Top 3 countries | Australia (99.45 %) China (0.55 %) | |
Management fee | 0.22 % | 0.3 % |
Key Summary
5GOV | AUMF | |
|---|---|---|
Issuer | VanEck | iShares |
Tracking index | S&P/ASX Government Bond 5-10 Year Index - AUD - Benchmark TR Gross | MSCI Australia IMI Diversified Multiple-Factor Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.22 % | 0.3 % |
Price | $52.99 | $40.25 |
Size | $81.398 million | $133.360 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 1.76 % | 4.07 % |
Market | ASX | ASX |
First listed date | 27/09/2023 | 14/10/2016 |
Purchase fee | $6.50 | $6.50 |
Community Stats
5GOV | AUMF | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 14 |
Median incremental investment | $220.00 | $239.04 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $1,854.65 | $1,187.38 |
Average age group | > 35 | > 35 |
Pros and Cons
5GOV | AUMF | |
|---|---|---|
Pros |
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Cons |
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5GOV | AUMF |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Lower management fee | Higher management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |