Compare AU

Compare AUMF vs. IAA

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, Exchange-Traded Funds (ETFs) are a popular choice. Two well-known options in the Australian Securities Exchange (ASX) are the Edge MSCI Australia Multifactor (AUMF) and the S&P Asia 50TM (IAA). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

AUMF

IAA

Popularity

Low

Low

Pearlers invested

3

100

Median incremental investment

$130.00

$1,500.00

Median investment frequency

Weekly

Monthly

Median total investment

$1,423.93

$3,087.84

Average age group

26 - 35

> 35


Key Summary

AUMF

IAA

Strategy

AUMF.AX was created on 2016-10-11 by iShares. The fund's investment portfolio concentrates primarily on total market equity. 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.

IAA.AX was created on 2007-11-13 by iShares. The fund's investment portfolio concentrates primarily on large cap equity. The fund aims to provide investors with the performance of the S&P Asia 50TM Index, before fees and expenses. The index is designed to measure the performance of the 50 leading companies listed in China, Hong Kong, Macau, Singapore, South Korea and Taiwan.

Top 3 holdings

COMMONWEALTH BANK OF AUSTRALIA (8.87 %)

BHP GROUP LTD (6.55 %)

RIO TINTO LTD (3.82 %)

ISHARES ASIA 50 ETF (99.97 %)

USD CASH (0.02 %)

AUD CASH (0.01 %)

Top 3 industries

Financials (29.90 %)

Materials (19.64 %)

Industrials (11.31 %)

Other (99.93 %)

Communication Services (0.07 %)

Top 3 countries

Australia (99.45 %)

China (0.55 %)

United States (99.82 %)

Management fee

0.3 %

0.5 %


Key Summary

AUMF

IAA

Issuer

iShares

iShares

Tracking index

MSCI Australia IMI Diversified Multiple-Factor Index - AUD

S&P Asia 50 Index - AUD

Asset class

ETF

ETF

Management fee

0.3 %

0.5 %

Price

$34.62

$109.64

Size

$81.878 million

$820.674 million

10Y return

N/A

88.42 %

Annual distribution yield (5Y)

5.42 %

2.10 %

Market

ASX

ASX

First listed date

14/10/2016

10/09/2008

Purchase fee

$6.50

$6.50


Community Stats

AUMF

IAA

Popularity

Low

Low

Pearlers invested

3

100

Median incremental investment

$130.00

$1,500.00

Median investment frequency

Weekly

Monthly

Median total investment

$1,423.93

$3,087.84

Average age group

26 - 35

> 35


Pros and Cons

AUMF

IAA

Pros

  • Higher exposure to AU market

  • Lower management fee

  • Higher price growth

  • Higher distribution yield

  • Higher exposure to US market

Cons

  • Lower exposure to US market

  • Lower exposure to AU market

  • Higher management fee

  • Lower price growth

  • Lower distribution yield

AUMF

IAA

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

Higher price growth

Lower price growth

Higher distribution yield

Lower distribution yield

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