Compare AU

Compare AUMF vs. VGAD

Compare shares and ETFs on the ASX that you can trade on Pearler.

iShares Edge MSCI Australia Multifactor ETF

ASX

Buy

Buy

Overview
Performance

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

Pros

  • Higher distribution yield

  • Higher exposure to US market

  • Lower management fee

  • Higher price growth

Cons

  • Lower exposure to US market

  • Higher management fee

  • Lower price growth

  • Lower distribution yield

AUMF

VGAD

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

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