Compare AU
Compare FLOT 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 VanEck Australian Floating Rate ETF (FLOT) 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
FLOT | MTUM | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 5 | 2 |
Median incremental investment | $2,126.36 | $308.00 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $14,671.99 | $654.24 |
Average age group | > 35 | 26 - 35 |
Key Summary
FLOT | MTUM | |
|---|---|---|
Strategy | FLOT.AX was created on 2017-07-05 by VanEck. The fund's investment portfolio concentrates primarily on investment grade fixed income. The ETF currently has 750.5m in AUM and 194 holdings. The VanEck Australian Floating Rate ETF invests in a diversified portfolio of Australian dollar denominated floating rate bonds with the aim of providing investment returns (before management costs) that closely track the returns of the Bloomberg AusBond Credit FRN 0+ Yr Index. | N/A |
Top 3 holdings | Westpac Banking Corp. (2.53 %) National Australia Bank Ltd. (2.52 %) Westpac Banking Corp. (2.20 %) | COMMONWEALTH BANK OF AUSTRALIA (9.88 %) WESTPAC BANKING CORP (9.72 %) NATIONAL AUSTRALIA BANK LTD (9.59 %) |
Top 3 industries | Financials (53.93 %) Consumer Discretionary (13.51 %) Real Estate (10.81 %) | |
Top 3 countries | ||
Management fee | 0.22 % | 0 % |
Key Summary
FLOT | MTUM | |
|---|---|---|
Issuer | VanEck | |
Tracking index | Bloomberg AusBond Credit FRN 0+ Yr Index - AUD | |
Asset class | ETF | Stock |
Management fee | 0.22 % | 0 % |
Price | $24.91 | $27.84 |
Size | $759.762 million | N/A |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 2.65 % | 0.19 % |
Market | ASX | ASX |
First listed date | 07/07/2017 | 23/07/2024 |
Purchase fee | $6.50 | $6.50 |
Community Stats
FLOT | MTUM | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 5 | 2 |
Median incremental investment | $2,126.36 | $308.00 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $14,671.99 | $654.24 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
FLOT | MTUM | |
|---|---|---|
Pros |
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Cons |
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FLOT | 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 |