Compare AU

Compare AUMF vs. QFN

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 BetaShares Australian Financials Sector ETF (QFN). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

AUMF

QFN

Popularity

Low

Low

Pearlers invested

3

23

Median incremental investment

$129.64

$540.50

Median investment frequency

Weekly

Monthly

Median total investment

$1,471.90

$2,113.75

Average age group

26 - 35

26 - 35


Key Summary

AUMF

QFN

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.

QFN.AX was created on 2010-12-10 by BetaShares. The fund's investment portfolio concentrates primarily on financials equity. The ETF currently has 60.74m in AUM and 27 holdings. QFN.AX aims to track the performance of an index (before fees and expenses) comprising the largest ASX-listed companies in the financial sector, including the Big 4 banks and insurance companies but excluding Real Estate Investment Trusts.

Top 3 holdings

COMMONWEALTH BANK OF AUSTRALIA (8.15 %)

BHP GROUP LTD (7.02 %)

CSL LTD (4.26 %)

COMMONWEALTH BANK OF AUSTRALIA (29.78 %)

NATIONAL AUSTRALIA BANK LTD (15.53 %)

WESTPAC BANKING CORP (13.12 %)

Top 3 industries

Financials (28.68 %)

Materials (18.21 %)

Industrials (12.21 %)

Financials (99.61 %)

Communication Services (2.56 %)

Other (0.39 %)

Top 3 countries

Australia (99.45 %)

China (0.55 %)

Australia (99.69 %)

United States (0.31 %)

Management fee

0.3 %

0.34 %


Key Summary

AUMF

QFN

Issuer

iShares

BetaShares

Tracking index

MSCI Australia IMI Diversified Multiple-Factor Index - AUD

Solactive Australia Financials Ex-REITs Sector Index

Asset class

ETF

ETF

Management fee

0.3 %

0.34 %

Price

$35.70

$16.86

Size

$82.030 million

$88.853 million

10Y return

N/A

44.85 %

Annual distribution yield (5Y)

5.42 %

5.63 %

Market

ASX

ASX

First listed date

14/10/2016

15/12/2010

Purchase fee

$6.50

$6.50


Community Stats

AUMF

QFN

Popularity

Low

Low

Pearlers invested

3

23

Median incremental investment

$129.64

$540.50

Median investment frequency

Weekly

Monthly

Median total investment

$1,471.90

$2,113.75

Average age group

26 - 35

26 - 35


Pros and Cons

AUMF

QFN

Pros

  • Lower management fee

  • Higher exposure to AU market

  • Higher exposure to US market

  • Higher price growth

  • Higher distribution yield

Cons

  • Lower exposure to AU market

  • Lower exposure to US market

  • Lower price growth

  • Lower distribution yield

  • Higher management fee

AUMF

QFN

Lower exposure to AU market

Higher exposure to AU market

Lower exposure to US market

Higher exposure to US market

Lower management fee

Higher management fee

Lower price growth

Higher price growth

Lower distribution yield

Higher distribution yield

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