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Compare AUMF vs. IIGF
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 Intelligent Investor Eq Growth Fund Active ETF (IIGF). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
AUMF | IIGF | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 26 | 13 |
Median incremental investment | $353.29 | $1,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $971.67 | $2,444.31 |
Average age group | > 35 | > 35 |
Key Summary
AUMF | IIGF | |
|---|---|---|
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 149.43m in AUM and 132 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. | IIGF.AX was created on 2020-10-05 by Intelligent Investor . The fund's investment portfolio concentrates primarily on total market equity. The portfolio aims to achieve a return of 2% above the S&P/ASX 200 Accumulation Index p.a. over five year rolling periods with minimal turnover to allow returns to compound in a favourable tax environment. |
Top 3 holdings | COMMONWEALTH BANK OF AUSTRALIA (9.31 %) BHP GROUP LTD (6.21 %) RIO TINTO LTD (3.37 %) | Fairfax Financial Holdings Ltd Shs Subord.Vtg (6.11 %) Mineral Resources Ltd (5.85 %) Dalrymple Bay Infrastructure Ltd Stapled (Ordinary Share , Unsecured note) (5.78 %) |
Top 3 industries | Financials (30.50 %) Materials (20.00 %) Real Estate (9.83 %) | Other (45.06 %) Energy (13.21 %) Consumer Discretionary (7.98 %) |
Top 3 countries | Australia (99.82 %) New Zealand (0.11 %) United States (0.07 %) | Australia (60.37 %) United States (14.63 %) United Kingdom of Great Britain and Northern Ireland (9.34 %) |
Management fee | 0.3 % | 0.97 % |
Key Summary
AUMF | IIGF | |
|---|---|---|
Issuer | iShares | Intelligent Investor |
Tracking index | MSCI Australia IMI Diversified Multiple-Factor Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.3 % | 0.97 % |
Price | $39.66 | $2.97 |
Size | $149.962 million | $87.783 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 4.14 % | 5.59 % |
Market | ASX | ASX |
First listed date | 14/10/2016 | 05/10/2020 |
Purchase fee | $6.50 | $6.50 |
Community Stats
AUMF | IIGF | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 26 | 13 |
Median incremental investment | $353.29 | $1,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $971.67 | $2,444.31 |
Average age group | > 35 | > 35 |
Pros and Cons
AUMF | IIGF | |
|---|---|---|
Pros |
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Cons |
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AUMF | IIGF |
|---|---|
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 |
Lower distribution yield | Higher distribution yield |