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Compare FHCO 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 Fidelity Australian High Conviction Active ETF (FHCO) 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
FHCO | AUMF | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 27 |
Median incremental investment | $518.50 | $471.75 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $458.78 | $989.30 |
Average age group | > 35 | > 35 |
Key Summary
FHCO | AUMF | |
|---|---|---|
Strategy | FHCO.AX was created on 2024-05-28 by Fidelity. The fund's investment portfolio concentrates primarily on total market equity. To achieve returns in excess of the benchmark over the medium to long term | 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 145.2m in AUM and 128 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 | BHP Group Ltd (13.67 %) Commonwealth Bank of Australia (13.46 %) National Australia Bank Ltd (9.49 %) | COMMONWEALTH BANK OF AUSTRALIA (9.83 %) BHP GROUP LTD (9.01 %) RIO TINTO LTD (4.74 %) |
Top 3 industries | Financials (53.66 %) Materials (23.25 %) Consumer Discretionary (9.27 %) | Financials (30.50 %) Materials (20.00 %) Real Estate (9.83 %) |
Top 3 countries | Australia (96.55 %) United States (2.28 %) New Zealand (1.17 %) | Australia (99.82 %) New Zealand (0.11 %) United States (0.07 %) |
Management fee | 0.85 % | 0.3 % |
Key Summary
FHCO | AUMF | |
|---|---|---|
Issuer | Fidelity | iShares |
Tracking index | MSCI Australia IMI Diversified Multiple-Factor Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.85 % | 0.3 % |
Price | $7.88 | $38.10 |
Size | $2.003 million | $144.380 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 14.19 % | 4.14 % |
Market | ASX | ASX |
First listed date | 02/06/2024 | 14/10/2016 |
Purchase fee | $6.50 | $6.50 |
Community Stats
FHCO | AUMF | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 27 |
Median incremental investment | $518.50 | $471.75 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $458.78 | $989.30 |
Average age group | > 35 | > 35 |
Pros and Cons
FHCO | AUMF | |
|---|---|---|
Pros |
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Cons |
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FHCO | AUMF |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |