Compare AU

Compare AUMF vs. JPHQ

Compare shares and ETFs on the ASX that you can trade on Pearler.

iShares Edge MSCI Australia Multifactor ETF

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 iShares Edge MSCI Australia Multifactor ETF (AUMF) and the Jpm Us100Q Eq Prem Inc H Active ETF (Managed Fund) (JPHQ). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

AUMF

JPHQ

Popularity

Low

Low

Pearlers invested

3

1

Median incremental investment

$129.64

$1,000.00

Median investment frequency

Weekly

Quarterly

Median total investment

$1,471.90

$4,312.80

Average age group

26 - 35

26 - 35


Key Summary

AUMF

JPHQ

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 78.88m in AUM and 122 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.

JPHQ.AX was created on 2023-05-25 by JPMorgan. The fund's investment portfolio concentrates primarily on total market equity. The investment objective of the Fund is to seek current income while maintaining prospects for capital appreciation.

Top 3 holdings

COMMONWEALTH BANK OF AUSTRALIA (8.15 %)

BHP GROUP LTD (7.02 %)

CSL LTD (4.26 %)

JPMorgan Nasdaq Equity Premium Inc ETF (99.85 %)

Top 3 industries

Financials (28.68 %)

Materials (18.21 %)

Industrials (12.21 %)

Top 3 countries

Australia (99.45 %)

China (0.55 %)

United States (97.22 %)

Netherlands (1.57 %)

Brazil (0.79 %)

Management fee

0.3 %

0.4 %


Key Summary

AUMF

JPHQ

Issuer

iShares

JPMorgan

Tracking index

MSCI Australia IMI Diversified Multiple-Factor Index - AUD

Asset class

ETF

ETF

Management fee

0.3 %

0.4 %

Price

$35.90

$59.90

Size

$82.030 million

N/A

10Y return

N/A

N/A

Annual distribution yield (5Y)

5.42 %

2.40 %

Market

ASX

ASX

First listed date

14/10/2016

24/05/2023

Purchase fee

$6.50

$6.50


Community Stats

AUMF

JPHQ

Popularity

Low

Low

Pearlers invested

3

1

Median incremental investment

$129.64

$1,000.00

Median investment frequency

Weekly

Quarterly

Median total investment

$1,471.90

$4,312.80

Average age group

26 - 35

26 - 35


Pros and Cons

AUMF

JPHQ

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

JPHQ

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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