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Compare ILC 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 iShares S&P/ASX 20 ETF (ILC) 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
ILC | AUMF | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 31 | 16 |
Median incremental investment | $942.11 | $239.84 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,107.52 | $1,327.02 |
Average age group | > 35 | > 35 |
Key Summary
ILC | AUMF | |
|---|---|---|
Strategy | ILC.AX was created on 2010-12-06 by iShares. The fund's investment portfolio concentrates primarily on large cap equity. The ETF currently has 718.4m in AUM and 21 holdings. The Fund aims to provide investors with the performance of an index, before fees and expenses. The index is designed to measure the performance of the 20 largest Australian securities listed on the ASX. | 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 138.3m in AUM and 123 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 | COMMONWEALTH BANK OF AUSTRALIA (17.31 %) BHP GROUP LTD (12.76 %) WESTPAC BANKING CORPORATION CORP (7.98 %) | COMMONWEALTH BANK OF AUSTRALIA (9.31 %) BHP GROUP LTD (6.21 %) RIO TINTO LTD (3.37 %) |
Top 3 industries | Financials (44.72 %) Materials (17.08 %) Consumer Discretionary (8.98 %) | Financials (30.50 %) Materials (20.00 %) Real Estate (9.83 %) |
Top 3 countries | Australia (98.61 %) United States (1.39 %) | Australia (99.45 %) China (0.55 %) |
Management fee | 0.24 % | 0.3 % |
Key Summary
ILC | AUMF | |
|---|---|---|
Issuer | iShares | iShares |
Tracking index | S&P/ASX 20 - AUD | MSCI Australia IMI Diversified Multiple-Factor Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.24 % | 0.3 % |
Price | $32.09 | $39.04 |
Size | $709.394 million | $139.866 million |
10Y return | 44.42 % | N/A |
Annual distribution yield (5Y) | 4.63 % | 4.07 % |
Market | ASX | ASX |
First listed date | 09/12/2010 | 14/10/2016 |
Purchase fee | $6.50 | $6.50 |
Community Stats
ILC | AUMF | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 31 | 16 |
Median incremental investment | $942.11 | $239.84 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,107.52 | $1,327.02 |
Average age group | > 35 | > 35 |
Pros and Cons
ILC | AUMF | |
|---|---|---|
Pros |
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Cons |
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ILC | AUMF |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Lower management fee | Higher management fee |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |