Compare AU
Compare MOAT 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 VanEck Morningstar Wide Moat ETF (MOAT) 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
MOAT | AUMF | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 523 | 3 |
Median incremental investment | $1,000.00 | $130.00 |
Median investment frequency | Monthly | Weekly |
Median total investment | $4,346.76 | $1,402.61 |
Average age group | > 35 | 26 - 35 |
Key Summary
MOAT | AUMF | |
|---|---|---|
Strategy | The key objective of the MOAT fund is to track the performance of the Morningstar Wide Moat Focus NR AUD Index before considering any fees, expenses, and taxes. | AUMF.AX was created on 2016-10-11 by iShares. The fund's investment portfolio concentrates primarily on total market equity. 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 | Alphabet Inc Class A (2.82 %) Bristol-Myers Squibb Co (2.81 %) The Walt Disney Co (2.81 %) | COMMONWEALTH BANK OF AUSTRALIA (8.87 %) BHP GROUP LTD (6.55 %) RIO TINTO LTD (3.82 %) |
Top 3 industries | Health Care (39.80 %) Other (23.89 %) Communication Services (21.11 %) | Financials (29.90 %) Materials (19.64 %) Industrials (11.31 %) |
Top 3 countries | United States (98.74 %) Netherlands (1.26 %) | Australia (99.45 %) China (0.55 %) |
Management fee | 0.49 % | 0.3 % |
Key Summary
MOAT | AUMF | |
|---|---|---|
Issuer | VanEck | iShares |
Tracking index | Morningstar Wide Moat Focus Index - AUD | MSCI Australia IMI Diversified Multiple-Factor Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.49 % | 0.3 % |
Price | $131.72 | $34.21 |
Size | $1.066 billion | $82.169 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 3.81 % | 5.85 % |
Market | ASX | ASX |
First listed date | 26/06/2015 | 14/10/2016 |
Purchase fee | $6.50 | $6.50 |
Community Stats
MOAT | AUMF | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 523 | 3 |
Median incremental investment | $1,000.00 | $130.00 |
Median investment frequency | Monthly | Weekly |
Median total investment | $4,346.76 | $1,402.61 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
MOAT | AUMF | |
|---|---|---|
Pros |
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Cons |
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MOAT | AUMF |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |