Compare AU
Compare AUMF vs. VGAD
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 Vanguard MSCI Index International Shares (Hedged) ETF (VGAD). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
AUMF | VGAD | |
---|---|---|
Popularity | Low | Low |
Pearlers invested | 3 | 469 |
Median incremental investment | $129.64 | $2,035.02 |
Median investment frequency | Weekly | Monthly |
Median total investment | $1,398.51 | $8,462.40 |
Average age group | 26 - 35 | > 35 |
Key Summary
AUMF | VGAD | |
---|---|---|
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 79.37m in AUM and 122 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. | The aim of Vanguard MSCI Index International Shares (Hedged) ETF is to track the return of the MSCI World ex-Australia (with net dividends reinvested) before considering fees, expenses, and tax. It also seeks to reduce the impact of foreign exchange fluctuations on the fund's performance by hedging it to the Australian dollar. |
Top 3 holdings | COMMONWEALTH BANK OF AUSTRALIA (8.15 %) BHP GROUP LTD (7.02 %) CSL LTD (4.26 %) | Apple Inc. (5.41 %) Microsoft Corp. (4.14 %) Amazon.com Inc. (2.15 %) |
Top 3 industries | Financials (28.68 %) Materials (18.21 %) Industrials (12.21 %) | Information Technology (22.51 %) Financials (13.70 %) Health Care (12.53 %) |
Top 3 countries | United States (68.47 %) Japan (6.25 %) United Kingdom of Great Britain and Northern Ireland (4.51 %) | |
Management fee | 0.3 % | 0.21 % |
Key Summary
AUMF | VGAD | |
---|---|---|
Issuer | iShares | Vanguard |
Tracking index | MSCI Australia IMI Diversified Multiple-Factor Index - AUD | MSCI World ex Australia - AUD - Benchmark TR Net Hedged |
Asset class | ETF | ETF |
Management fee | 0.3 % | 0.21 % |
Price | $34.31 | $103.81 |
Size | $78.676 million | N/A |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 5.42 % | 3.23 % |
Market | ASX | ASX |
First listed date | 14/10/2016 | 20/11/2014 |
Purchase fee | $6.50 | $6.50 |
Community Stats
AUMF | VGAD | |
---|---|---|
Popularity | Low | Low |
Pearlers invested | 3 | 469 |
Median incremental investment | $129.64 | $2,035.02 |
Median investment frequency | Weekly | Monthly |
Median total investment | $1,398.51 | $8,462.40 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
AUMF | VGAD | |
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Pros |
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Cons |
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AUMF | VGAD |
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Lower exposure to US market | Higher exposure to US market |
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |