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Compare AUMF vs. VHY
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 Australian Shares High Yield ETF (VHY). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
AUMF | VHY | |
|---|---|---|
Popularity | Low | Medium |
Pearlers invested | 26 | 2,952 |
Median incremental investment | $416.79 | $1,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,020.52 | $2,476.50 |
Average age group | > 35 | > 35 |
Key Summary
AUMF | VHY | |
|---|---|---|
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 152.02m in AUM and 129 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. | VHY.AX was created on 2011-05-23 by Vanguard. The fund's investment portfolio concentrates primarily on high dividend yield equity. Vanguard Australian Shares High Yield ETF seeks to track the return of the FTSE Australia High Dividend Yield Index before taking into account fees, expenses and tax. |
Top 3 holdings | COMMONWEALTH BANK OF AUSTRALIA (9.31 %) BHP GROUP LTD (6.21 %) RIO TINTO LTD (3.37 %) | BHP Group Ltd. (10.26 %) Commonwealth Bank of Australia (9.79 %) National Australia Bank Ltd. (6.83 %) |
Top 3 industries | Financials (30.50 %) Materials (20.00 %) Real Estate (9.83 %) | Financials (40.37 %) Materials (23.34 %) Energy (10.73 %) |
Top 3 countries | Australia (99.82 %) New Zealand (0.11 %) United States (0.07 %) | Australia (100.00 %) |
Management fee | 0.3 % | 0.25 % |
Key Summary
AUMF | VHY | |
|---|---|---|
Issuer | iShares | Vanguard |
Tracking index | MSCI Australia IMI Diversified Multiple-Factor Index - AUD | FTSE Australia High Dividend Yield Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.3 % | 0.25 % |
Price | $37.77 | $81.75 |
Size | $145.906 million | $6.883 billion |
10Y return | N/A | 43.17 % |
Annual distribution yield (5Y) | 4.14 % | 5.85 % |
Market | ASX | ASX |
First listed date | 14/10/2016 | 26/05/2011 |
Purchase fee | $6.50 | $6.50 |
Community Stats
AUMF | VHY | |
|---|---|---|
Popularity | Low | Medium |
Pearlers invested | 26 | 2,952 |
Median incremental investment | $416.79 | $1,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,020.52 | $2,476.50 |
Average age group | > 35 | > 35 |
Pros and Cons
AUMF | VHY | |
|---|---|---|
Pros |
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Cons |
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AUMF | VHY |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |