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Compare AUMF vs. STW
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 200 ETF (STW). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
AUMF | STW | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 26 | 402 |
Median incremental investment | $416.79 | $1,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,013.36 | $5,263.52 |
Average age group | > 35 | > 35 |
Key Summary
AUMF | STW | |
|---|---|---|
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 152.02m in AUM and 129 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. | STW.AX was created on 2001-08-24 by State Street . The fund's investment portfolio concentrates primarily on large cap equity. The ETF currently has 6611.1m in AUM and 203 holdings. The Investment Objective of State Street SPDR S&P/ASX 200 ETF is to match the performance of its Index before fees and other costs. |
Top 3 holdings | COMMONWEALTH BANK OF AUSTRALIA (9.31 %) BHP GROUP LTD (6.21 %) RIO TINTO LTD (3.37 %) | BHP Group Ltd (10.68 %) Commonwealth Bank of Australia (10.30 %) National Australia Bank Ltd (5.18 %) |
Top 3 industries | Financials (30.50 %) Materials (20.00 %) Real Estate (9.83 %) | Financials (54.95 %) Materials (16.65 %) Health Care (10.33 %) |
Top 3 countries | Australia (99.82 %) New Zealand (0.11 %) United States (0.07 %) | Australia (95.26 %) United States (3.26 %) United Kingdom of Great Britain and Northern Ireland (0.54 %) |
Management fee | 0.3 % | 0 % |
Key Summary
AUMF | STW | |
|---|---|---|
Issuer | iShares | State Street |
Tracking index | MSCI Australia IMI Diversified Multiple-Factor Index - AUD | S&P ASX 200 |
Asset class | ETF | ETF |
Management fee | 0.3 % | 0 % |
Price | $38.24 | $78.56 |
Size | $145.906 million | $6.441 billion |
10Y return | N/A | 60.95 % |
Annual distribution yield (5Y) | 4.14 % | 4.31 % |
Market | ASX | ASX |
First listed date | 14/10/2016 | 27/08/2001 |
Purchase fee | $6.50 | $6.50 |
Community Stats
AUMF | STW | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 26 | 402 |
Median incremental investment | $416.79 | $1,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,013.36 | $5,263.52 |
Average age group | > 35 | > 35 |
Pros and Cons
AUMF | STW | |
|---|---|---|
Pros |
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Cons |
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AUMF | STW |
|---|---|
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 |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |