Compare AU
Compare AUMF vs. DVDY
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 VanEck Morningstar Australian Moat Income ETF (DVDY). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
AUMF | DVDY | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 4 | 52 |
Median incremental investment | $139.70 | $650.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,739.36 | $1,323.48 |
Average age group | 26 - 35 | > 35 |
Key Summary
AUMF | DVDY | |
|---|---|---|
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 82.72m in AUM and 120 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. | DVDY.AX was created on 2020-09-07 by VanEck. The fund's investment portfolio concentrates primarily on total market equity. The Fund aims to provide investment returns before fees and other costs which track the performance of the Reference Index in Australian dollars. |
Top 3 holdings | COMMONWEALTH BANK OF AUSTRALIA (8.65 %) BHP GROUP LTD (6.51 %) RIO TINTO LTD (3.83 %) | Medibank Pvt Ltd (4.97 %) Computershare Ltd (4.86 %) Brambles Ltd (4.57 %) |
Top 3 industries | Financials (27.16 %) Materials (20.85 %) Industrials (11.08 %) | Industrials (40.50 %) Financials (20.29 %) Real Estate (10.18 %) |
Top 3 countries | Australia (99.45 %) China (0.55 %) | |
Management fee | 0.3 % | 0.35 % |
Key Summary
AUMF | DVDY | |
|---|---|---|
Issuer | iShares | VanEck |
Tracking index | MSCI Australia IMI Diversified Multiple-Factor Index - AUD | Morningstar Australia Dividend Yield Focus Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.3 % | 0.35 % |
Price | $35.12 | $21.52 |
Size | $87.515 million | $59.854 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 5.35 % | 4.87 % |
Market | ASX | ASX |
First listed date | 14/10/2016 | 09/09/2020 |
Purchase fee | $6.50 | $6.50 |
Community Stats
AUMF | DVDY | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 4 | 52 |
Median incremental investment | $139.70 | $650.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,739.36 | $1,323.48 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
AUMF | DVDY | |
|---|---|---|
Pros |
| |
Cons |
|
AUMF | DVDY |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |