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Compare ALFA 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 VanEck Australian Long Short Complex ETF (ALFA) 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
ALFA | AUMF | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 17 | 23 |
Median incremental investment | $993.50 | $493.50 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $2,047.32 | $1,065.96 |
Average age group | > 35 | 26 - 35 |
Key Summary
ALFA | AUMF | |
|---|---|---|
Strategy | ALFA.AX was created on 2025-01-21 by VanEck. The fund's investment portfolio concentrates primarily on long/short alternatives. The Fund aims to outperform the S&P/ASX 200 Accumulation Index (Benchmark) over the medium to long term after fees and other costs. There is no guarantee that this objective will be achieved. | AUMF.AX was created on 2016-10-11 by iShares. The fund's investment portfolio concentrates primarily on total market equity. The ETF currently has 150.26m in AUM and 128 holdings. 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 | Woolworths Group Ltd (5.47 %) BHP Group Ltd (5.30 %) Telstra Group Ltd (5.24 %) | COMMONWEALTH BANK OF AUSTRALIA (9.83 %) BHP GROUP LTD (9.01 %) RIO TINTO LTD (4.74 %) |
Top 3 industries | Financials (30.50 %) Materials (20.00 %) Real Estate (9.83 %) | |
Top 3 countries | Australia (100.00 %) | Australia (99.82 %) New Zealand (0.11 %) United States (0.07 %) |
Management fee | 0.39 % | 0.3 % |
Key Summary
ALFA | AUMF | |
|---|---|---|
Issuer | VanEck | iShares |
Tracking index | MSCI Australia IMI Diversified Multiple-Factor Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.39 % | 0.3 % |
Price | $23.19 | $39.57 |
Size | $37.289 million | $151.167 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 0.70 % | 4.18 % |
Market | ASX | ASX |
First listed date | 22/01/2025 | 14/10/2016 |
Purchase fee | $6.50 | $6.50 |
Community Stats
ALFA | AUMF | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 17 | 23 |
Median incremental investment | $993.50 | $493.50 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $2,047.32 | $1,065.96 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
ALFA | AUMF | |
|---|---|---|
Pros |
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Cons |
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ALFA | AUMF |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
Lower exposure to US market | Higher exposure to US market |
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |