Compare AU

Compare BHYB vs. AUMF

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

BetaShares Australian Major Bank Hybrids Index 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 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

$129.64

Median investment frequency

Monthly

Weekly

Median total investment

$3,782.17

$1,466.57

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 78.88m in AUM and 122 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

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

$9.94

$35.77

Size

$494.535 million

$82.030 million

10Y return

N/A

N/A

Annual distribution yield (5Y)

3.60 %

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

$129.64

Median investment frequency

Monthly

Weekly

Median total investment

$3,782.17

$1,466.57

Average age group

> 35

26 - 35


Pros and Cons

BHYB

AUMF

Pros

  • Lower management fee

  • Higher price growth

  • Higher distribution yield

Cons

  • Higher management fee

  • Lower price growth

  • Lower distribution yield

BHYB

AUMF

Higher management fee

Lower management fee

Lower price growth

Higher price growth

Lower distribution yield

Higher distribution yield

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