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Compare AUMF vs. ALTB
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 iShares Edge MSCI Australia Multifactor ETF (AUMF) and the iShares 15+ Year Australian Government Bond ETF (ALTB). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
AUMF | ALTB | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 23 | 3 |
Median incremental investment | $493.50 | $2,036.80 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,045.98 | $42,197.40 |
Average age group | 26 - 35 | > 35 |
Key Summary
AUMF | ALTB | |
|---|---|---|
Strategy | 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 145.99m in AUM and 121 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. | ALTB.AX was created on 2024-06-07 by iShares. The fund's investment portfolio concentrates primarily on investment grade fixed income. The ETF currently has 308.21m in AUM and 7 holdings. The Fund aims to provide investors with the performance of an index, before fees and expenses. The index is designed to measure the performance of bonds issued by the Australian Commonwealth Government and Australian Semi-Governments that have a remaining maturity of fifteen years or more. |
Top 3 holdings | COMMONWEALTH BANK OF AUSTRALIA (9.83 %) BHP GROUP LTD (9.01 %) RIO TINTO LTD (4.74 %) | Australia (Commonwealth of) 4.75% (27.64 %) Australia (Commonwealth of) 1.75% (24.60 %) Australia (Commonwealth of) 3% (23.89 %) |
Top 3 industries | Financials (30.50 %) Materials (20.00 %) Real Estate (9.83 %) | |
Top 3 countries | Australia (99.82 %) New Zealand (0.11 %) United States (0.07 %) | |
Management fee | 0.3 % | 0.15 % |
Key Summary
AUMF | ALTB | |
|---|---|---|
Issuer | iShares | iShares |
Tracking index | MSCI Australia IMI Diversified Multiple-Factor Index - AUD | Bloomberg AusBond Government 0-15 Year Index - AUD - Benchmark TR Gross |
Asset class | ETF | ETF |
Management fee | 0.3 % | 0.15 % |
Price | $38.91 | $89.47 |
Size | $147.110 million | $313.495 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 4.18 % | 2.26 % |
Market | ASX | ASX |
First listed date | 14/10/2016 | 12/06/2024 |
Purchase fee | $6.50 | $6.50 |
Community Stats
AUMF | ALTB | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 23 | 3 |
Median incremental investment | $493.50 | $2,036.80 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,045.98 | $42,197.40 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
AUMF | ALTB | |
|---|---|---|
Pros |
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Cons |
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AUMF | ALTB |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |