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Compare AUMF vs. ESTX
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 Global X Euro Stoxx 50 ETF (ESTX). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
AUMF | ESTX | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 27 | 116 |
Median incremental investment | $383.58 | $1,030.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $907.20 | $4,213.02 |
Average age group | > 35 | > 35 |
Key Summary
AUMF | ESTX | |
|---|---|---|
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 152.02m in AUM and 129 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. | ESTX.AX was created on 2016-07-19 by ETFS. The fund's investment portfolio concentrates primarily on large cap equity. ETFS EURO STOXX 50 ETF (ESTX.AX) aims to provide investors with a return that (before fees and expenses) tracks the performance of the EURO STOXX 50 Index by holding all of the shares that make up the index closely in proportion to their index weights. |
Top 3 holdings | COMMONWEALTH BANK OF AUSTRALIA (9.31 %) BHP GROUP LTD (6.21 %) RIO TINTO LTD (3.37 %) | ASML Holding NV (10.70 %) Siemens AG (4.18 %) SAP SE (3.93 %) |
Top 3 industries | Financials (30.50 %) Materials (20.00 %) Real Estate (9.83 %) | Information Technology (32.54 %) Industrials (26.97 %) Financials (17.62 %) |
Top 3 countries | Australia (99.82 %) New Zealand (0.11 %) United States (0.07 %) | Germany (29.66 %) France (29.62 %) Netherlands (18.70 %) |
Management fee | 0.3 % | 0.35 % |
Key Summary
AUMF | ESTX | |
|---|---|---|
Issuer | iShares | ETFS |
Tracking index | MSCI Australia IMI Diversified Multiple-Factor Index - AUD | Euro STOXX 50 |
Asset class | ETF | ETF |
Management fee | 0.3 % | 0.35 % |
Price | $37.80 | $100.31 |
Size | $145.906 million | $438.080 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 4.14 % | 3.14 % |
Market | ASX | ASX |
First listed date | 14/10/2016 | 21/07/2016 |
Purchase fee | $6.50 | $6.50 |
Community Stats
AUMF | ESTX | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 27 | 116 |
Median incremental investment | $383.58 | $1,030.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $907.20 | $4,213.02 |
Average age group | > 35 | > 35 |
Pros and Cons
AUMF | ESTX | |
|---|---|---|
Pros |
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Cons |
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AUMF | ESTX |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
Lower exposure to US market | Higher exposure to US market |
Lower management fee | Higher management fee |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |