Compare AU
Compare AUMF vs. VEFI
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 Edge MSCI Australia Multifactor (AUMF) and the Vanguard Ethically Conscious Glb Agg Bond Index (Hedged) ETF (VEFI). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
AUMF | VEFI | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 3 | 14 |
Median incremental investment | $130.00 | $2,216.58 |
Median investment frequency | Weekly | Monthly |
Median total investment | $1,423.93 | $5,217.28 |
Average age group | 26 - 35 | 26 - 35 |
Key Summary
AUMF | VEFI | |
|---|---|---|
Strategy | AUMF.AX was created on 2016-10-11 by iShares. The fund's investment portfolio concentrates primarily on total market equity. 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. | VEFI.AX was created on 2018-09-11 by Vanguard. The fund's investment portfolio concentrates primarily on investment grade fixed income. Vanguard Ethically Conscious Global Aggregate Bond Index Fund (Hedged) AUD Hedged seeks to track the return of the Bloomberg Barclays MSCI Global Aggregate SRI Exclusions Float Adjusted Index Hedged into Australian dollars before taking into account fees, expenses and tax. |
Top 3 holdings | COMMONWEALTH BANK OF AUSTRALIA (8.87 %) BHP GROUP LTD (6.55 %) RIO TINTO LTD (3.82 %) | French Republic Government Bond OAT 0.75 2028-11-25 (0.48 %) United States Treasury Note/Bond 0.75 2023-12-31 (0.46 %) Italy Buoni Poliennali Del Tesoro (0.46 %) |
Top 3 industries | Financials (29.90 %) Materials (19.64 %) Industrials (11.31 %) | Financials (0.00 %) |
Top 3 countries | Australia (99.45 %) China (0.55 %) | |
Management fee | 0.3 % | 0.26 % |
Key Summary
AUMF | VEFI | |
|---|---|---|
Issuer | iShares | Vanguard |
Tracking index | MSCI Australia IMI Diversified Multiple-Factor Index - AUD | Bloomberg Barclays MSCI Global Aggregate SRI Exclusions Float Adjusted Index hedged in AUD - AUD - Australia Dollar |
Asset class | ETF | ETF |
Management fee | 0.3 % | 0.26 % |
Price | $34.62 | $42.25 |
Size | $81.878 million | $4.415 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 5.42 % | 3.36 % |
Market | ASX | ASX |
First listed date | 14/10/2016 | 13/09/2018 |
Purchase fee | $6.50 | $6.50 |
Community Stats
AUMF | VEFI | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 3 | 14 |
Median incremental investment | $130.00 | $2,216.58 |
Median investment frequency | Weekly | Monthly |
Median total investment | $1,423.93 | $5,217.28 |
Average age group | 26 - 35 | 26 - 35 |
Pros and Cons
AUMF | VEFI | |
|---|---|---|
Pros |
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Cons |
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AUMF | VEFI |
|---|---|
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 |