Back
Compare AU
Compare BOND vs. MTUM
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 SPDR S&P/ASX Iboxx Australian Bond ETF (BOND) and the Betashares Australian Momentum ETF (MTUM). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
BOND | MTUM | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 12 | 11 |
Median incremental investment | $516.50 | $813.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $865.64 | $1,793.40 |
Average age group | 26 - 35 | > 35 |
Key Summary
BOND | MTUM | |
|---|---|---|
Strategy | BOND.AX was created on 2012-07-26 by SPDR. The fund's investment portfolio concentrates primarily on investment grade fixed income. The ETF currently has 43.5m in AUM and 211 holdings. The SPDR S&P/ASX iBoxx Australian Bond ETF seeks to closely track, before fees and expenses, the returns of the S&P/ASX iBoxx Australian Fixed Interest Diversified 0+ Index. | N/A |
Top 3 holdings | Australia (Commonwealth of) 4.25% (1.57 %) Australia (Commonwealth of) 4.25% (1.51 %) Australia (Commonwealth of) 3.75% (1.43 %) | SPI 200 FUTURES DEC25 (0 %) TELSTRA GROUP LTD (8.97 %) COMMONWEALTH BANK OF AUSTRALIA (8.10 %) |
Top 3 industries | Financials (34.83 %) Consumer Discretionary (16.53 %) Industrials (14.39 %) | |
Top 3 countries | ||
Management fee | 0.1 % | 0 % |
Key Summary
BOND | MTUM | |
|---|---|---|
Issuer | SPDR | |
Tracking index | S&P/ASX iBoxx Australian Fixed Interest Diversified 0+ Index - AUD - Benchmark TR Gross | |
Asset class | ETF | Stock |
Management fee | 0.1 % | 0 % |
Price | $25.84 | $29.92 |
Size | $44.514 million | N/A |
10Y return | 0.70 % | N/A |
Annual distribution yield (5Y) | 1.40 % | 0.91 % |
Market | ASX | ASX |
First listed date | 27/07/2012 | 23/07/2024 |
Purchase fee | $6.50 | $6.50 |
Community Stats
BOND | MTUM | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 12 | 11 |
Median incremental investment | $516.50 | $813.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $865.64 | $1,793.40 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
BOND | MTUM | |
|---|---|---|
Pros |
|
|
Cons |
|
|
BOND | MTUM |
|---|---|
Exposure to more markets and sectors | Exposure to 1 market and 1 sector only |
Lower price growth | Higher price growth |
Higher dividend/distribution yield | Lower dividend/distribution yield |