Compare AU
Compare AUMF vs. VVLU
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 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 |
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Cons |
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AUMF | VVLU |
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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 |