Compare AU

Compare AEBD vs. AUMF

Compare shares and ETFs on the ASX that you can trade on Pearler.

BetaShares Ethical Australian Composite Bond ETF

ASX

Buy

Buy

Overview
Performance

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

  • Lower management fee

  • Higher exposure to AU market

  • Higher price growth

  • Higher distribution yield

Cons

  • Lower exposure to AU market

  • Lower price growth

  • Lower distribution yield

  • Higher management fee

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

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