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Compare AUMF vs. SUBD
Compare shares and ETFs on the ASX that you can trade on Pearler.
Overview
When it comes to investing in the Australian stock market, shares and ETFs are a popular choice. Two options in the ASX are AUMF and SUBD. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
AUMF | SUBD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 16 | 27 |
Median incremental investment | $240.88 | $9,972.75 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,338.24 | $15,138.00 |
Average age group | > 35 | > 35 |
Key Summary
AUMF | SUBD | |
|---|---|---|
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 138.3m in AUM and 123 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. | SUBD.AX was created on 2019-10-28 by VanEck. The fund's investment portfolio concentrates primarily on investment grade fixed income. The ETF currently has 3116.12m in AUM and 37 holdings. SUBD.AX invests in a portfolio of subordinated bonds with the aim of providing investment returns before fees and other costs that track the performance of the Index. |
Top 3 holdings | COMMONWEALTH BANK OF AUSTRALIA (9.31 %) BHP GROUP LTD (6.21 %) RIO TINTO LTD (3.37 %) | VanEck Australian Subordinated Debt ETF (100 %) |
Top 3 industries | Financials (30.50 %) Materials (20.00 %) Real Estate (9.83 %) | |
Top 3 countries | Australia (99.45 %) China (0.55 %) | |
Management fee | 0.3 % | 0.29 % |
Key Summary
AUMF | SUBD | |
|---|---|---|
Issuer | iShares | VanEck |
Tracking index | MSCI Australia IMI Diversified Multiple-Factor Index - AUD | iBoxx AUD Investment Grade Subordinated Debt Mid Price Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.3 % | 0.29 % |
Price | $39.36 | $25.23 |
Size | $140.652 million | $3.180 billion |
10Y return | N/A | N/A |
Annual distribution/ dividend yield (5Y) | 4.07 % | 3.32 % |
Market | ASX | ASX |
First listed date | 14/10/2016 | 30/10/2019 |
Purchase fee | $6.50 | $6.50 |
Community Stats
AUMF | SUBD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 16 | 27 |
Median incremental investment | $240.88 | $9,972.75 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,338.24 | $15,138.00 |
Average age group | > 35 | > 35 |
Pros and Cons
AUMF | SUBD | |
|---|---|---|
Pros |
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Cons |
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AUMF | SUBD |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |