Compare AU

Compare AUST vs. MTUM

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

BetaShares Managed Risk AUS Sh Fund (Managed Fund)

ASX

Buy

Buy

Overview
Performance

Overview

When it comes to investing in the Australian stock market, shares and ETFs are a popular choice. Two options in the ASX are AUST and MTUM. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

AUST

MTUM

Popularity

Low

Low

Pearlers invested

1

2

Median incremental investment

$506.85

$504.00

Median investment frequency

Monthly

Quarterly

Median total investment

$1,949.92

$572.33

Average age group

< 26

26 - 35


Key Summary

AUST

MTUM

Strategy

AUST.AX was created on 2015-11-09 by BetaShares. The fund's investment portfolio concentrates primarily on large cap equity. The investment objective of the Fund is: to provide exposure to a broadly diversified portfolio of Australian shares, generally consisting of approximately 200 of the largest equity securities on the ASX, weighted by their market capitalisation, and to reduce the volatility of the Funds equity investment returns and cushion downside risk

N/A

Top 3 holdings

COMMONWEALTH BANK OF AUSTRALIA (10.10 %)

BHP GROUP LTD (7.90 %)

CSL LTD (5.37 %)

BetaShares Australian Momentum ETF (100 %)

Top 3 industries

Financials (27.86 %)

Other (18.89 %)

Materials (14.80 %)

Financials (53.50 %)

Consumer Discretionary (13.39 %)

Real Estate (11.40 %)

Top 3 countries

Australia (94.91 %)

United States (3.06 %)

New Zealand (1.56 %)

Management fee

0.49 %

0 %


Key Summary

AUST

MTUM

Issuer

BetaShares

Tracking index

S&P/ASX 200 Index - AUD

Asset class

ETF

Stock

Management fee

0.49 %

0 %

Price

$17.41

$26.62

Size

$31.866 million

N/A

10Y return

N/A

N/A

Annual distribution/β€Šdividend yield (5Y)

4.88 %

0.13 %

Market

ASX

ASX

First listed date

10/11/2015

23/07/2024

Purchase fee

$6.50

$6.50


Community Stats

AUST

MTUM

Popularity

Low

Low

Pearlers invested

1

2

Median incremental investment

$506.85

$504.00

Median investment frequency

Monthly

Quarterly

Median total investment

$1,949.92

$572.33

Average age group

< 26

26 - 35


Pros and Cons

AUST

MTUM

Pros

  • Exposure to more markets and sectors

  • Higher price growth

  • Higher dividend/distribution yield

Cons

  • Exposure to 1 market and 1 sector only

  • Lower price growth

  • Lower dividend/distribution yield

AUST

MTUM

Exposure to more markets and sectors

Exposure to 1 market and 1 sector only

Higher price growth

Lower price growth

Higher dividend/distribution yield

Lower dividend/distribution yield

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