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Compare AUMF vs. IHWL
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 iShares Core MSCI World Ex Aus Esg (Aud Hed) ETF (IHWL). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
AUMF | IHWL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 27 | 51 |
Median incremental investment | $493.50 | $1,560.33 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,023.62 | $6,068.16 |
Average age group | > 35 | > 35 |
Key Summary
AUMF | IHWL | |
|---|---|---|
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. | IHWL.AX was created on 2016-04-22 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 World Investable Market AUD Hedged Index, before fees and expenses. The index is designed to measure the AUD hedged performance of global, developed market large-, mid- and small-capitalisation companies. |
Top 3 holdings | COMMONWEALTH BANK OF AUSTRALIA (9.89 %) BHP GROUP LTD (8.62 %) RIO TINTO LTD (4.62 %) | NVIDIA CORP (10.55 %) MICROSOFT CORP (6.22 %) ALPHABET INC CLASS A (4.38 %) |
Top 3 industries | Financials (30.50 %) Materials (20.00 %) Real Estate (9.83 %) | Information Technology (31.54 %) Financials (15.76 %) Industrials (10.78 %) |
Top 3 countries | Australia (99.82 %) New Zealand (0.11 %) United States (0.07 %) | United States (73.70 %) Japan (6.26 %) Canada (3.34 %) |
Management fee | 0.3 % | 0.12 % |
Key Summary
AUMF | IHWL | |
|---|---|---|
Issuer | iShares | iShares |
Tracking index | MSCI Australia IMI Diversified Multiple-Factor Index - AUD | MSCI World IMI 100% Hedged to AUD Net Variant |
Asset class | ETF | ETF |
Management fee | 0.3 % | 0.12 % |
Price | $39.37 | $61.92 |
Size | $147.872 million | $904.860 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 4.14 % | 4.03 % |
Market | ASX | ASX |
First listed date | 14/10/2016 | 28/04/2016 |
Purchase fee | $6.50 | $6.50 |
Community Stats
AUMF | IHWL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 27 | 51 |
Median incremental investment | $493.50 | $1,560.33 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,023.62 | $6,068.16 |
Average age group | > 35 | > 35 |
Pros and Cons
AUMF | IHWL | |
|---|---|---|
Pros |
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Cons |
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AUMF | IHWL |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
Lower exposure to US market | Higher exposure to US market |
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |