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Compare AAA 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, shares and ETFs are a popular choice. Two options in the ASX are AAA and AUMF. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
AAA | AUMF | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 242 | 27 |
Median incremental investment | $4,084.90 | $493.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,331.51 | $1,018.94 |
Average age group | > 35 | > 35 |
Key Summary
AAA | AUMF | |
|---|---|---|
Strategy | AAA.AX was created on 2012-03-06 by BetaShares. The fund's investment portfolio concentrates primarily on target outcome asset allocation. The Fund aims to provide exposure to Australian cash, with attractive and regular incomedistributions that exceed the 30 day Bank Bill Swap Rate (after fees and expenses). | AUMF.AX was created on 2016-10-11 by iShares. The fund's investment portfolio concentrates primarily on total market equity. 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 | Betashares Australian High Interest Cash ETF (100 %) | COMMONWEALTH BANK OF AUSTRALIA (9.31 %) BHP GROUP LTD (6.21 %) RIO TINTO LTD (3.37 %) |
Top 3 industries | Communication Services (100.00 %) | Financials (30.50 %) Materials (20.00 %) Real Estate (9.83 %) |
Top 3 countries | Australia (99.82 %) New Zealand (0.11 %) United States (0.07 %) | |
Management fee | 0.18 % | 0.3 % |
Key Summary
AAA | AUMF | |
|---|---|---|
Issuer | BetaShares | iShares |
Tracking index | MSCI Australia IMI Diversified Multiple-Factor Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.18 % | 0.3 % |
Price | $50.15 | $39.01 |
Size | $5.136 billion | $147.872 million |
10Y return | 0.04 % | N/A |
Annual dividend/ distribution yield (5Y) | 2.26 % | 4.14 % |
Market | ASX | ASX |
First listed date | 07/03/2012 | 14/10/2016 |
Purchase fee | $6.50 | $6.50 |
Community Stats
AAA | AUMF | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 242 | 27 |
Median incremental investment | $4,084.90 | $493.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,331.51 | $1,018.94 |
Average age group | > 35 | > 35 |
Pros and Cons
AAA | AUMF | |
|---|---|---|
Pros |
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Cons |
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AAA | AUMF |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Lower exposure to US market | Higher exposure to US market |
Lower management fee | Higher management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |