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Compare AUMF vs. ETHI
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 Betashares Global Sustainability Leaders ETF (ETHI). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
AUMF | ETHI | |
|---|---|---|
Popularity | Low | Medium |
Pearlers invested | 26 | 3,914 |
Median incremental investment | $416.79 | $790.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,013.36 | $2,045.44 |
Average age group | > 35 | 26 - 35 |
Key Summary
AUMF | ETHI | |
|---|---|---|
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. | ETHI seeks to track the performance of the NASDAQ Future Global Sustainability Leaders Index, which includes 200 large-cap companies considered as “Climate Leaders". It excludes companies that have direct or significant exposure to fossil fuels or engaged in activities deemed inconsistent with responsible investment considerations. |
Top 3 holdings | COMMONWEALTH BANK OF AUSTRALIA (9.31 %) BHP GROUP LTD (6.21 %) RIO TINTO LTD (3.37 %) | KRW - KOREAN WON (0 %) BROADCOM INC (7.30 %) NVIDIA CORP (5.96 %) |
Top 3 industries | Financials (30.50 %) Materials (20.00 %) Real Estate (9.83 %) | Information Technology (29.99 %) Other (25.75 %) Financials (16.96 %) |
Top 3 countries | Australia (99.82 %) New Zealand (0.11 %) United States (0.07 %) | United States (73.44 %) Japan (7.40 %) Netherlands (2.92 %) |
Management fee | 0.3 % | 0.59 % |
Key Summary
AUMF | ETHI | |
|---|---|---|
Issuer | iShares | BetaShares |
Tracking index | MSCI Australia IMI Diversified Multiple-Factor Index - AUD | Nasdaq Future Global Sustainability Leaders Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.3 % | 0.59 % |
Price | $38.51 | $14.82 |
Size | $145.906 million | $3.588 billion |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 4.14 % | 3.51 % |
Market | ASX | ASX |
First listed date | 14/10/2016 | 09/01/2017 |
Purchase fee | $6.50 | $6.50 |
Community Stats
AUMF | ETHI | |
|---|---|---|
Popularity | Low | Medium |
Pearlers invested | 26 | 3,914 |
Median incremental investment | $416.79 | $790.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,013.36 | $2,045.44 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
AUMF | ETHI | |
|---|---|---|
Pros |
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Cons |
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AUMF | ETHI |
|---|---|
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 |