Compare AU
Compare ESTX 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 Global X Euro Stoxx 50 ETF (ESTX) 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
ESTX | AUMF | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 70 | 4 |
Median incremental investment | $1,014.43 | $137.92 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,166.03 | $2,613.78 |
Average age group | > 35 | 26 - 35 |
Key Summary
ESTX | AUMF | |
|---|---|---|
Strategy | ESTX.AX was created on 2016-07-19 by ETFS. The fund's investment portfolio concentrates primarily on large cap equity. ETFS EURO STOXX 50 ETF (ESTX.AX) aims to provide investors with a return that (before fees and expenses) tracks the performance of the EURO STOXX 50 Index by holding all of the shares that make up the index closely in proportion to their index weights. | 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 86.13m 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 | ASML Holding NV (8.06 %) SAP SE (7.33 %) Lvmh Moet Hennessy Louis Vuitton SE (4.61 %) | COMMONWEALTH BANK OF AUSTRALIA (8.65 %) BHP GROUP LTD (6.51 %) RIO TINTO LTD (3.83 %) |
Top 3 industries | Information Technology (34.25 %) Industrials (18.42 %) Consumer Discretionary (10.80 %) | Financials (27.16 %) Materials (20.85 %) Industrials (11.08 %) |
Top 3 countries | France (36.93 %) Germany (27.26 %) Netherlands (16.92 %) | Australia (99.45 %) China (0.55 %) |
Management fee | 0.35 % | 0.3 % |
Key Summary
ESTX | AUMF | |
|---|---|---|
Issuer | ETFS | iShares |
Tracking index | Euro STOXX 50 | MSCI Australia IMI Diversified Multiple-Factor Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.35 % | 0.3 % |
Price | $101.57 | $33.70 |
Size | $205.982 million | $86.317 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 3.24 % | 5.35 % |
Market | ASX | ASX |
First listed date | 21/07/2016 | 14/10/2016 |
Purchase fee | $6.50 | $6.50 |
Community Stats
ESTX | AUMF | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 70 | 4 |
Median incremental investment | $1,014.43 | $137.92 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,166.03 | $2,613.78 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
ESTX | AUMF | |
|---|---|---|
Pros |
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Cons |
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ESTX | AUMF |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |