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Compare AU
Compare AUMF vs. IJR
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 S&P Small-Cap ETF (IJR). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
AUMF | IJR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 22 | 92 |
Median incremental investment | $265.69 | $1,992.00 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $989.50 | $6,011.46 |
Average age group | > 35 | > 35 |
Key Summary
AUMF | IJR | |
|---|---|---|
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 143.56m 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. | IJR.AX was created on 2000-05-22 by iShares. The fund's investment portfolio concentrates primarily on small cap equity. The Fund aims to provide investors with the performance of an index, before fees and expenses. The index is designed to measure the performance of small capitalisation US equities. |
Top 3 holdings | COMMONWEALTH BANK OF AUSTRALIA (9.31 %) BHP GROUP LTD (6.21 %) RIO TINTO LTD (3.37 %) | ISHARES CORE S&P SMALL-CAP ETF (99.97 %) USD CASH (0.23 %) USD/AUD (0.00 %) |
Top 3 industries | Financials (30.50 %) Materials (20.00 %) Real Estate (9.83 %) | Other (99.85 %) Communication Services (0.15 %) |
Top 3 countries | Australia (99.45 %) China (0.55 %) | United States (99.41 %) Hong Kong (0.06 %) |
Management fee | 0.3 % | 0.07 % |
Key Summary
AUMF | IJR | |
|---|---|---|
Issuer | iShares | iShares |
Tracking index | MSCI Australia IMI Diversified Multiple-Factor Index - AUD | S&P Small Cap 600 |
Asset class | ETF | ETF |
Management fee | 0.3 % | 0.07 % |
Price | $39.58 | $190.15 |
Size | $145.257 million | $810.904 million |
10Y return | N/A | 168.08 % |
Annual distribution yield (5Y) | 4.14 % | 1.27 % |
Market | ASX | ASX |
First listed date | 14/10/2016 | 10/10/2007 |
Purchase fee | $6.50 | $6.50 |
Community Stats
AUMF | IJR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 22 | 92 |
Median incremental investment | $265.69 | $1,992.00 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $989.50 | $6,011.46 |
Average age group | > 35 | > 35 |
Pros and Cons
AUMF | IJR | |
|---|---|---|
Pros |
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Cons |
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AUMF | IJR |
|---|---|
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 |