Compare AU

Compare ISEC vs. MTUM

Compare shares and ETFs on the ASX that you can trade on Pearler.

S&P/ASX Bank Bills Enhanced Cash

ASX

Buy

Buy

Overview
Performance

Overview

When it comes to investing in the Australian stock market, shares and ETFs are a popular choice. Two options in the ASX are ISEC and MTUM. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

ISEC

MTUM

Popularity

Low

Low

Pearlers invested

3

2

Median incremental investment

$1,096.75

$504.00

Median investment frequency

Monthly

Quarterly

Median total investment

$1,207.44

$583.30

Average age group

26 - 35

26 - 35


Key Summary

ISEC

MTUM

Strategy

ISEC.AX was created on 2017-06-02 by iShares. The fund's investment portfolio concentrates primarily on broad credit fixed income. The Fund aims to provide investors with performance, before fees and expenses, in excess of the performance of an index comprised of Australian bank bills.

N/A

Top 3 holdings

RBC MONEY MARKET 11AM (11.99 %)

UNITED OVERSEAS BANK LTD (SYDNEY B (7.66 %)

OVERSEA-CHINESE BANKING CORPORATIO (5.81 %)

BetaShares Australian Momentum ETF (100 %)

Top 3 industries

Other (99.33 %)

Communication Services (0.87 %)

Consumer Discretionary (0.67 %)

Top 3 countries

Management fee

0.12 %

0 %


Key Summary

ISEC

MTUM

Issuer

iShares

Tracking index

S&P/ASX Bank Bill Index - AUD

Asset class

ETF

Stock

Management fee

0.12 %

0 %

Price

$100.62

$27.13

Size

$253.699 million

N/A

10Y return

N/A

N/A

Annual distribution/ dividend yield (5Y)

2.05 %

- %

Market

ASX

ASX

First listed date

06/06/2017

23/07/2024

Purchase fee

$6.50

$6.50


Community Stats

ISEC

MTUM

Popularity

Low

Low

Pearlers invested

3

2

Median incremental investment

$1,096.75

$504.00

Median investment frequency

Monthly

Quarterly

Median total investment

$1,207.44

$583.30

Average age group

26 - 35

26 - 35


Pros and Cons

ISEC

MTUM

Pros

  • Exposure to more markets and sectors

  • Higher price growth

  • Higher dividend/distribution yield

Cons

  • Exposure to 1 market and 1 sector only

  • Lower price growth

  • Lower dividend/distribution yield

ISEC

MTUM

Exposure to more markets and sectors

Exposure to 1 market and 1 sector only

Higher price growth

Lower price growth

Higher dividend/distribution yield

Lower dividend/distribution yield

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