Compare AU
Compare AAA vs. MTUM
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 High Interest Cash ETF (AAA) and the Betashares Australian Momentum ETF (MTUM). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
AAA | MTUM | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 156 | 4 |
Median incremental investment | $5,628.62 | $400.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,933.09 | $1,155.70 |
Average age group | > 35 | > 35 |
Key Summary
AAA | MTUM | |
|---|---|---|
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). | N/A |
Top 3 holdings | AUD - AUSTRALIA DOLLAR (100.00 %) | SPI 200 FUTURES MAR25 (0 %) COMMONWEALTH BANK OF AUSTRALIA (9.96 %) WESTPAC BANKING CORP (9.95 %) |
Top 3 industries | Communication Services (100.00 %) | Financials (49.70 %) Consumer Discretionary (13.00 %) Industrials (9.10 %) |
Top 3 countries | ||
Management fee | 0.18 % | 0 % |
Key Summary
AAA | MTUM | |
|---|---|---|
Issuer | BetaShares | |
Tracking index | ||
Asset class | ETF | Stock |
Management fee | 0.18 % | 0 % |
Price | $50.21 | $25.40 |
Size | $4.272 billion | N/A |
10Y return | 0.12 % | N/A |
Annual distribution yield (5Y) | 2.35 % | 0.19 % |
Market | ASX | ASX |
First listed date | 07/03/2012 | 23/07/2024 |
Purchase fee | $6.50 | $6.50 |
Community Stats
AAA | MTUM | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 156 | 4 |
Median incremental investment | $5,628.62 | $400.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,933.09 | $1,155.70 |
Average age group | > 35 | > 35 |
Pros and Cons
AAA | MTUM | |
|---|---|---|
Pros |
| |
Cons |
|
AAA | MTUM |
|---|---|
Exposure to more markets and sectors | Exposure to 1 market and 1 sector only |
Higher price growth | Lower price growth |
Higher dividend/distribution yield | Lower dividend/distribution yield |