Compare AU
Compare AUMF vs. USHY
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 USHY. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
AUMF | USHY | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 5 | 6 |
Median incremental investment | $141.48 | $7,000.00 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $1,482.56 | $3,264.63 |
Average age group | > 35 | > 35 |
Key Summary
AUMF | USHY | |
|---|---|---|
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 90.31m in AUM and 119 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. | USHY.AX was created on 2022-07-01 by Global X. The fund's investment portfolio concentrates primarily on investment grade fixed income. The ETF currently has 18.25m in AUM and 1190 holdings. The Fund aims to provide consumers with a return that tracks the performance of the Solactive USD High Yield Corporates Total Market Hedged to AUD Index (the Index) before fees and expenses. |
Top 3 holdings | COMMONWEALTH BANK OF AUSTRALIA (8.65 %) BHP GROUP LTD (6.51 %) RIO TINTO LTD (3.83 %) | Global X Usd High Yield Bond (Currency Hedged) ETF (100 %) |
Top 3 industries | Financials (27.16 %) Materials (20.85 %) Industrials (11.08 %) | |
Top 3 countries | Australia (99.45 %) China (0.55 %) | |
Management fee | 0.3 % | 0.3 % |
Key Summary
AUMF | USHY | |
|---|---|---|
Issuer | iShares | Global X |
Tracking index | MSCI Australia IMI Diversified Multiple-Factor Index - AUD | Solactive USD High Yield Corporates Total Market AUD Hedged Index - AUD - Benchmark TR Net Hedged |
Asset class | ETF | ETF |
Management fee | 0.3 % | 0.3 % |
Price | $36.16 | $10.25 |
Size | $90.063 million | $18.018 million |
10Y return | N/A | N/A |
Annual distribution/ dividend yield (5Y) | 5.35 % | 2.90 % |
Market | ASX | ASX |
First listed date | 14/10/2016 | 04/07/2022 |
Purchase fee | $6.50 | $6.50 |
Community Stats
AUMF | USHY | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 5 | 6 |
Median incremental investment | $141.48 | $7,000.00 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $1,482.56 | $3,264.63 |
Average age group | > 35 | > 35 |
Pros and Cons
AUMF | USHY | |
|---|---|---|
Pros |
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Cons |
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AUMF | USHY |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |