Compare AU
Compare ISLM 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 Hejaz Equities Fund (Managed Fund) (ISLM) 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
ISLM | MTUM | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 7 | 2 |
Median incremental investment | $643.50 | $308.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,844.20 | $654.24 |
Average age group | 26 - 35 | 26 - 35 |
Key Summary
ISLM | MTUM | |
|---|---|---|
Strategy | ISLM.AX was created on 2020-10-17 by Hejaz . The fund's investment portfolio concentrates primarily on total market equity. To achieve a (total) return at least equal to movements- in the Benchmark over rolling 5 to 7 year timeframe through exposure to a diversified equities portfolio of shariah Compliant investments. | N/A |
Top 3 holdings | Pop Mart International Group Ltd Ordinary Shares (9.77 %) Air Products & Chemicals Inc (6.57 %) Taiwan Semiconductor Manufacturing Co Ltd ADR (6.55 %) | COMMONWEALTH BANK OF AUSTRALIA (9.88 %) WESTPAC BANKING CORP (9.72 %) NATIONAL AUSTRALIA BANK LTD (9.59 %) |
Top 3 industries | Consumer Discretionary (25.47 %) Materials (20.90 %) Information Technology (18.97 %) | Financials (53.93 %) Consumer Discretionary (13.51 %) Real Estate (10.81 %) |
Top 3 countries | United States (39.31 %) Australia (26.55 %) China (10.94 %) | |
Management fee | 1.89 % | 0 % |
Key Summary
ISLM | MTUM | |
|---|---|---|
Issuer | Hejaz | |
Tracking index | MSCI World Islamic | |
Asset class | ETF | Stock |
Management fee | 1.89 % | 0 % |
Price | $1.17 | $27.76 |
Size | N/A | N/A |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | - % | 0.19 % |
Market | ASX | ASX |
First listed date | 16/10/2022 | 23/07/2024 |
Purchase fee | $6.50 | $6.50 |
Community Stats
ISLM | MTUM | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 7 | 2 |
Median incremental investment | $643.50 | $308.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,844.20 | $654.24 |
Average age group | 26 - 35 | 26 - 35 |
Pros and Cons
ISLM | MTUM | |
|---|---|---|
Pros |
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Cons |
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ISLM | MTUM |
|---|---|
Exposure to more markets and sectors | Exposure to 1 market and 1 sector only |
Lower dividend/distribution yield | Higher dividend/distribution yield |