Compare AU
Compare AUMF vs. HBRD
Compare shares and ETFs on the ASX that you can trade on Pearler.
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 | 43 |
Median incremental investment | $130.00 | $921.04 |
Median investment frequency | Weekly | Monthly |
Median total investment | $1,425.16 | $2,292.75 |
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 83.73m 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. | 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 %) | BetaShares Active Australian Hybrids Fund (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 | $34.76 | $10.19 |
Size | $81.280 million | $2.342 billion |
10Y return | N/A | N/A |
Annual distribution/ dividend yield (5Y) | 5.42 % | 4.74 % |
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 | 43 |
Median incremental investment | $130.00 | $921.04 |
Median investment frequency | Weekly | Monthly |
Median total investment | $1,425.16 | $2,292.75 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
AUMF | HBRD | |
|---|---|---|
Pros |
| |
Cons |
|
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 |