Compare AU

Compare AUMF vs. VVLU

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 Global Value Equity Active ETF (VVLU). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

AUMF

VVLU

Popularity

Low

Low

Pearlers invested

3

44

Median incremental investment

$130.00

$2,025.00

Median investment frequency

Weekly

Monthly

Median total investment

$1,425.16

$9,610.90

Average age group

26 - 35

> 35


Key Summary

AUMF

VVLU

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 83.73m 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.

VVLU.AX was created on 2018-04-13 by Vanguard. The fund's investment portfolio concentrates primarily on total market equity. Vanguard Global Value Equity Active ETF (Managed Fund) seeks to provide long term capital appreciation through an active management approach that invests in global equity securities demonstrating value characteristics

Top 3 holdings

COMMONWEALTH BANK OF AUSTRALIA (8.15 %)

BHP GROUP LTD (7.02 %)

CSL LTD (4.26 %)

Comcast Corp. Class A (0.72 %)

Verizon Communications Inc. (0.62 %)

General Motors Co. (0.59 %)

Top 3 industries

Financials (28.68 %)

Materials (18.21 %)

Industrials (12.21 %)

Financials (30.07 %)

Energy (14.49 %)

Industrials (11.98 %)

Top 3 countries

Australia (99.45 %)

China (0.55 %)

United States (68.77 %)

Japan (6.48 %)

United Kingdom of Great Britain and Northern Ireland (4.51 %)

Management fee

0.3 %

0.28 %


Key Summary

AUMF

VVLU

Issuer

iShares

Vanguard

Tracking index

MSCI Australia IMI Diversified Multiple-Factor Index - AUD

Asset class

ETF

ETF

Management fee

0.3 %

0.28 %

Price

$34.76

$73.93

Size

$81.280 million

N/A

10Y return

N/A

N/A

Annual distribution yield (5Y)

5.42 %

3.84 %

Market

ASX

ASX

First listed date

14/10/2016

17/04/2018

Purchase fee

$6.50

$6.50


Community Stats

AUMF

VVLU

Popularity

Low

Low

Pearlers invested

3

44

Median incremental investment

$130.00

$2,025.00

Median investment frequency

Weekly

Monthly

Median total investment

$1,425.16

$9,610.90

Average age group

26 - 35

> 35


Pros and Cons

AUMF

VVLU

Pros

  • Higher exposure to AU market

  • 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 exposure to AU market

  • Lower distribution yield

AUMF

VVLU

Higher exposure to AU market

Lower exposure to AU market

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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