Compare AU

Compare AUMF vs. HBRD

Compare shares and ETFs on the ASX that you can trade on Pearler.

Edge MSCI Australia Multifactor

ASX

Buy

Buy

Overview
Performance

Overview

When it comes to investing in the Australian stock market, shares and ETFs are a popular choice. Two options in the ASX are AUMF and HBRD. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

AUMF

HBRD

Popularity

Low

Low

Pearlers invested

3

42

Median incremental investment

$130.00

$925.52

Median investment frequency

Weekly

Monthly

Median total investment

$1,438.69

$2,296.71

Average age group

26 - 35

> 35


Key Summary

AUMF

HBRD

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 78.88m in AUM and 122 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.

HBRD.AX was created on 2017-11-13 by BetaShares. The fund's investment portfolio concentrates primarily on broad credit fixed income. HBRD.AX aims to provide investors with attractive income returns from an actively managed, diversified portfolio of primarily hybrid securities.

Top 3 holdings

COMMONWEALTH BANK OF AUSTRALIA (8.15 %)

BHP GROUP LTD (7.02 %)

CSL LTD (4.26 %)

Aussie Hybrids (active managed fund) (100 %)

Top 3 industries

Financials (28.68 %)

Materials (18.21 %)

Industrials (12.21 %)

Other (99.73 %)

Financials (0.27 %)

Top 3 countries

Australia (99.45 %)

China (0.55 %)

Management fee

0.3 %

0.55 %


Key Summary

AUMF

HBRD

Issuer

iShares

BetaShares

Tracking index

MSCI Australia IMI Diversified Multiple-Factor Index - AUD

Asset class

ETF

ETF

Management fee

0.3 %

0.55 %

Price

$35.09

$10.14

Size

$82.030 million

$2.337 billion

10Y return

N/A

N/A

Annual distribution/ dividend yield (5Y)

5.42 %

4.80 %

Market

ASX

ASX

First listed date

14/10/2016

17/11/2017

Purchase fee

$6.50

$6.50


Community Stats

AUMF

HBRD

Popularity

Low

Low

Pearlers invested

3

42

Median incremental investment

$130.00

$925.52

Median investment frequency

Weekly

Monthly

Median total investment

$1,438.69

$2,296.71

Average age group

26 - 35

> 35


Pros and Cons

AUMF

HBRD

Pros

  • Higher exposure to AU market

  • Lower management fee

  • Higher price growth

  • Higher distribution yield

Cons

  • Lower exposure to AU market

  • Higher management fee

  • Lower price growth

  • Lower distribution yield

AUMF

HBRD

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

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