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Compare HQUS 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 Betashares S&P 500 Equal Weight Currency Hedged ETF (HQUS) 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
HQUS | AUMF | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 9 | 22 |
Median incremental investment | $4,993.50 | $265.69 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $4,062.15 | $990.50 |
Average age group | > 35 | > 35 |
Key Summary
HQUS | AUMF | |
|---|---|---|
Strategy | HQUS.AX was created on 2024-07-10 by BetaShares. The fund's investment portfolio concentrates primarily on large cap equity. HQUS.AX aims to track the performance of the S&P 500 Equal Weight AUD Hedged Index NTR. | 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 143.56m in AUM and 132 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 | BetaShares S&P 500 Equal Weight ETF (100.00 %) | COMMONWEALTH BANK OF AUSTRALIA (9.31 %) BHP GROUP LTD (6.21 %) RIO TINTO LTD (3.37 %) |
Top 3 industries | Industrials (15.79 %) Financials (14.65 %) Information Technology (13.66 %) | Financials (30.50 %) Materials (20.00 %) Real Estate (9.83 %) |
Top 3 countries | Australia (99.45 %) China (0.55 %) | |
Management fee | 0.29 % | 0.3 % |
Key Summary
HQUS | AUMF | |
|---|---|---|
Issuer | BetaShares | iShares |
Tracking index | S&P 500 Equal Weight AUD Hedged Index - AUD - Benchmark TR Net Hedged | MSCI Australia IMI Diversified Multiple-Factor Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.29 % | 0.3 % |
Price | $47.79 | $39.62 |
Size | N/A | $145.257 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 1.68 % | 3.96 % |
Market | ASX | ASX |
First listed date | 11/07/2024 | 14/10/2016 |
Purchase fee | $6.50 | $6.50 |
Community Stats
HQUS | AUMF | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 9 | 22 |
Median incremental investment | $4,993.50 | $265.69 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $4,062.15 | $990.50 |
Average age group | > 35 | > 35 |
Pros and Cons
HQUS | AUMF | |
|---|---|---|
Pros |
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Cons |
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HQUS | AUMF |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Lower management fee | Higher management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |