Compare AU
Compare BHYB vs. AUMF
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 BetaShares Australian Major Bank Hybrids Index ETF (BHYB) and the iShares Edge MSCI Australia Multifactor ETF (AUMF). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
BHYB | AUMF | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 12 | 3 |
Median incremental investment | $1,043.09 | $130.00 |
Median investment frequency | Monthly | Weekly |
Median total investment | $3,801.20 | $1,425.16 |
Average age group | > 35 | 26 - 35 |
Key Summary
BHYB | AUMF | |
|---|---|---|
Strategy | BHYB.AX was created on 2021-04-21 by BetaShares. The fund's investment portfolio concentrates primarily on broad credit fixed income. The investment objective of the Fund is to provide an investment return that aims to track the performance of the Solactive Australian Banking Preferred Shares Index (the Index), before taking into account fees and expenses. | 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. |
Top 3 holdings | NABPH (8.15 %) NABPI (6.73 %) NABPF (6.33 %) | COMMONWEALTH BANK OF AUSTRALIA (8.15 %) BHP GROUP LTD (7.02 %) CSL LTD (4.26 %) |
Top 3 industries | Other (99.51 %) Communication Services (0.49 %) | Financials (28.68 %) Materials (18.21 %) Industrials (12.21 %) |
Top 3 countries | Australia (99.45 %) China (0.55 %) | |
Management fee | 0.35 % | 0.3 % |
Key Summary
BHYB | AUMF | |
|---|---|---|
Issuer | BetaShares | iShares |
Tracking index | Solactive Australian Banking Preferred Shares Index - AUD - Benchmark TR Net | MSCI Australia IMI Diversified Multiple-Factor Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.35 % | 0.3 % |
Price | $9.99 | $34.76 |
Size | $511.426 million | $81.280 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 3.70 % | 5.42 % |
Market | ASX | ASX |
First listed date | 22/04/2021 | 14/10/2016 |
Purchase fee | $6.50 | $6.50 |
Community Stats
BHYB | AUMF | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 12 | 3 |
Median incremental investment | $1,043.09 | $130.00 |
Median investment frequency | Monthly | Weekly |
Median total investment | $3,801.20 | $1,425.16 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
BHYB | AUMF | |
|---|---|---|
Pros |
| |
Cons |
|
BHYB | AUMF |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |