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Compare FIIN 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 India Active ETF (FIIN) 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
FIIN | AUMF | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 11 | 27 |
Median incremental investment | $754.36 | $471.75 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,156.66 | $1,016.08 |
Average age group | > 35 | > 35 |
Key Summary
FIIN | AUMF | |
|---|---|---|
Strategy | FIIN.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 MSCI India Index NR 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 147.63m 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 | HDFC Bank Ltd (5.74 %) ICICI Bank Ltd (4.74 %) ICICI Bank Ltd ADR (4.71 %) | COMMONWEALTH BANK OF AUSTRALIA (9.89 %) BHP GROUP LTD (8.62 %) RIO TINTO LTD (4.62 %) |
Top 3 industries | Financials (46.37 %) Information Technology (18.10 %) Other (13.66 %) | Financials (30.50 %) Materials (20.00 %) Real Estate (9.83 %) |
Top 3 countries | India (97.30 %) United States (2.70 %) | Australia (99.82 %) New Zealand (0.11 %) United States (0.07 %) |
Management fee | 1.2 % | 0.3 % |
Key Summary
FIIN | AUMF | |
|---|---|---|
Issuer | Fidelity | iShares |
Tracking index | MSCI Australia IMI Diversified Multiple-Factor Index - AUD | |
Asset class | ETF | ETF |
Management fee | 1.2 % | 0.3 % |
Price | $7.72 | $39.21 |
Size | $6.644 million | $147.461 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 8.42 % | 4.14 % |
Market | ASX | ASX |
First listed date | 30/05/2024 | 14/10/2016 |
Purchase fee | $6.50 | $6.50 |
Community Stats
FIIN | AUMF | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 11 | 27 |
Median incremental investment | $754.36 | $471.75 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,156.66 | $1,016.08 |
Average age group | > 35 | > 35 |
Pros and Cons
FIIN | AUMF | |
|---|---|---|
Pros |
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Cons |
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FIIN | 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 |
Higher distribution yield | Lower distribution yield |