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Compare AUMF vs. SFY
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 State Street SPDR S&P/ASX 50 ETF (SFY). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
AUMF | SFY | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 27 | 21 |
Median incremental investment | $471.75 | $993.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $989.56 | $1,220.48 |
Average age group | > 35 | > 35 |
Key Summary
AUMF | SFY | |
|---|---|---|
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 145.56m in AUM and 128 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. | SFY.AX was created on 2001-08-24 by SPDR. The fund's investment portfolio concentrates primarily on large cap equity. The ETF currently has 738.37m in AUM and 52 holdings. The Investment Objective of State Street SPDR S&P/ASX 50 ETF is to match the performance of its Index before fees and other costs. |
Top 3 holdings | COMMONWEALTH BANK OF AUSTRALIA (9.83 %) BHP GROUP LTD (9.01 %) RIO TINTO LTD (4.74 %) | Commonwealth Bank of Australia (13.50 %) BHP Group Ltd (13.17 %) Westpac Banking Corp (6.17 %) |
Top 3 industries | Financials (30.50 %) Materials (20.00 %) Real Estate (9.83 %) | Financials (54.94 %) Materials (16.65 %) Health Care (10.33 %) |
Top 3 countries | Australia (99.82 %) New Zealand (0.11 %) United States (0.07 %) | Australia (97.44 %) United States (2.56 %) |
Management fee | 0.003 % | 0.002 % |
Key Summary
AUMF | SFY | |
|---|---|---|
Issuer | iShares | SPDR |
Tracking index | MSCI Australia IMI Diversified Multiple-Factor Index - AUD | S&P/ASX 50 Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.003 % | 0.002 % |
Price | $38.06 | $76.28 |
Size | $143.833 million | $709.317 million |
10Y return | N/A | 48.81 % |
Annual distribution yield (5Y) | 4.14 % | 4.34 % |
Market | ASX | ASX |
First listed date | 14/10/2016 | 27/08/2001 |
Purchase fee | $6.50 | $6.50 |
Community Stats
AUMF | SFY | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 27 | 21 |
Median incremental investment | $471.75 | $993.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $989.56 | $1,220.48 |
Average age group | > 35 | > 35 |
Pros and Cons
AUMF | SFY | |
|---|---|---|
Pros |
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Cons |
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AUMF | SFY |
|---|---|
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 |
Lower distribution yield | Higher distribution yield |