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Compare AUMF vs. GCAP
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 Bentham Global Capital Sec Active ETF (GCAP). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
AUMF | GCAP | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 27 | 2 |
Median incremental investment | $493.50 | $5,531.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $983.06 | $13,715.55 |
Average age group | > 35 | > 35 |
Key Summary
AUMF | GCAP | |
|---|---|---|
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 142.28m 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. | GCAP.AX was created on 2021-08-03 by VanEck. The fund's investment portfolio concentrates primarily on investment grade fixed income. GCAP.AX aims to provide investors with a professionally managed active strategy in global Capital Securities. The fund aims to provide total investment returns, measured over the long term in excess of the Benchmark. |
Top 3 holdings | COMMONWEALTH BANK OF AUSTRALIA (9.31 %) BHP GROUP LTD (6.21 %) RIO TINTO LTD (3.37 %) | Nationwide Building Society (2.10 %) |
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 % | 0.59 % |
Key Summary
AUMF | GCAP | |
|---|---|---|
Issuer | iShares | VanEck |
Tracking index | MSCI Australia IMI Diversified Multiple-Factor Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.3 % | 0.59 % |
Price | $37.81 | $8.70 |
Size | $141.272 million | $47.826 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 4.14 % | 4.14 % |
Market | ASX | ASX |
First listed date | 14/10/2016 | 04/08/2021 |
Purchase fee | $6.50 | $6.50 |
Community Stats
AUMF | GCAP | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 27 | 2 |
Median incremental investment | $493.50 | $5,531.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $983.06 | $13,715.55 |
Average age group | > 35 | > 35 |
Pros and Cons
AUMF | GCAP | |
|---|---|---|
Pros |
| |
Cons |
|
AUMF | GCAP |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |