Compare AU
Compare AEBD 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 BetaShares Ethical Australian Composite Bond ETF (AEBD) 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
AEBD | AUMF | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 3 |
Median incremental investment | $5,000.00 | $130.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,959.90 | $1,421.47 |
Average age group | > 35 | 26 - 35 |
Key Summary
AEBD | AUMF | |
|---|---|---|
Strategy | AEBD.AX was created on 2024-11-04 by BetaShares. The fund's investment portfolio concentrates primarily on broad credit fixed income. The investment objective of the Fund is to provide an investment return that aims to track the performance of the Bloomberg Australian Enhanced Yield Ethically Screened Composite Bond Index, before taking into account 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 | MANITOBA (PROVINCE OF) 4.85% AUG-34 (3.65 %) EUROPEAN INVESTMENT BANK 1.9% FEB-36 (3.46 %) INTER-AMERICAN DEVEL BK 1.0% AUG-28 (3.33 %) | COMMONWEALTH BANK OF AUSTRALIA (8.80 %) BHP GROUP LTD (6.59 %) RIO TINTO LTD (3.89 %) |
Top 3 industries | Financials (29.76 %) Materials (19.78 %) Industrials (11.37 %) | |
Top 3 countries | Australia (99.45 %) China (0.55 %) | |
Management fee | 0 % | 0.3 % |
Key Summary
AEBD | AUMF | |
|---|---|---|
Issuer | BetaShares | iShares |
Tracking index | Bloomberg Australian Enhanced Yield Composite Bond Index - Benchmark TR Gross | MSCI Australia IMI Diversified Multiple-Factor Index - AUD |
Asset class | ETF | ETF |
Management fee | 0 % | 0.3 % |
Price | $50.10 | $34.67 |
Size | N/A | $82.978 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 0.12 % | 5.35 % |
Market | ASX | ASX |
First listed date | 05/11/2024 | 14/10/2016 |
Purchase fee | $6.50 | $6.50 |
Community Stats
AEBD | AUMF | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 3 |
Median incremental investment | $5,000.00 | $130.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,959.90 | $1,421.47 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
AEBD | AUMF | |
|---|---|---|
Pros |
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Cons |
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AEBD | 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 |