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Compare AAA vs. MFOA
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 MFOA. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
AAA | MFOA | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 240 | 1 |
Median incremental investment | $3,936.32 | $693.50 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $2,583.24 | $1,374.66 |
Average age group | > 35 | 26 - 35 |
Key Summary
AAA | MFOA | |
|---|---|---|
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). | MFOA.AX was created on 2023-01-16 by Milford. The fund's investment portfolio concentrates primarily on multi-strategy alternatives. The Fund targets absolute returns with an annualised return objective of 5% above the RBA cash rate while seeking to preserve investor capital over rolling three year periods (net of fees). |
Top 3 holdings | Betashares Australian High Interest Cash ETF (100 %) | ANZ Group Holdings Ltd (4.48 %) National Australia Bank Ltd (3.45 %) BHP Group Ltd (3.26 %) |
Top 3 industries | Communication Services (100.00 %) | Other (70.40 %) Materials (13.15 %) Health Care (11.52 %) |
Top 3 countries | Australia (83.13 %) United States (9.91 %) New Zealand (4.73 %) | |
Management fee | 0.18 % | 0 % |
Key Summary
AAA | MFOA | |
|---|---|---|
Issuer | BetaShares | Milford |
Tracking index | RBA Cash Rate - AUD - Benchmark TR Gross | |
Asset class | ETF | ETF |
Management fee | 0.18 % | 0 % |
Price | $50.16 | $11.50 |
Size | $4.933 billion | N/A |
10Y return | 0.02 % | N/A |
Annual dividend/ distribution yield (5Y) | 2.17 % | 2.09 % |
Market | ASX | ASX |
First listed date | 07/03/2012 | 15/01/2023 |
Purchase fee | $6.50 | $6.50 |
Community Stats
AAA | MFOA | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 240 | 1 |
Median incremental investment | $3,936.32 | $693.50 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $2,583.24 | $1,374.66 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
AAA | MFOA | |
|---|---|---|
Pros |
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Cons |
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AAA | MFOA |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Lower exposure to US market | Higher exposure to US market |
Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |