Compare AU

Compare MQWS vs. AUMF

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

Mq Walter Scott Glbl Eq Active ETF (Managed Fund)

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 MQWS and AUMF. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

MQWS

AUMF

Popularity

N/A

Low

Pearlers invested

0

3

Median incremental investment

$0

$130.00

Median investment frequency

N/A

Weekly

Median total investment

$0

$1,425.16

Average age group

N/A

26 - 35


Key Summary

MQWS

AUMF

Strategy

MQWS.AX was created on 2023-11-22 by Macquarie. The fund's investment portfolio concentrates primarily on total market equity. The Fund aims to achieve a long-term total return (before fees and expenses) that exceeds the MSCI World ex Australia Index, in $A unhedged with net dividends reinvested.

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 83.73m in AUM and 129 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

Mq Walter Scott Glbl Eq Active ETF (Managed Fund) (100 %)

COMMONWEALTH BANK OF AUSTRALIA (8.15 %)

BHP GROUP LTD (7.02 %)

CSL LTD (4.26 %)

Top 3 industries

Financials (28.68 %)

Materials (18.21 %)

Industrials (12.21 %)

Top 3 countries

Australia (99.45 %)

China (0.55 %)

Management fee

1.28 %

0.3 %


Key Summary

MQWS

AUMF

Issuer

Macquarie

iShares

Tracking index

MSCI Australia IMI Diversified Multiple-Factor Index - AUD

Asset class

ETF

ETF

Management fee

1.28 %

0.3 %

Price

$11.06

$34.76

Size

N/A

$81.280 million

10Y return

N/A

N/A

Annual dividend/ distribution yield (5Y)

2.15 %

5.42 %

Market

ASX

ASX

First listed date

21/11/2023

14/10/2016

Purchase fee

$6.50

$6.50


Community Stats

MQWS

AUMF

Popularity

N/A

Low

Pearlers invested

0

3

Median incremental investment

$0

$130.00

Median investment frequency

N/A

Weekly

Median total investment

$0

$1,425.16

Average age group

N/A

26 - 35


Pros and Cons

MQWS

AUMF

Pros

  • Higher exposure to AU market

  • Lower management fee

  • Higher price growth

  • Higher distribution yield

Cons

  • Lower exposure to AU market

  • Higher management fee

  • Lower price growth

  • Lower distribution yield

MQWS

AUMF

Lower exposure to AU market

Higher exposure to AU market

Higher management fee

Lower management fee

Lower price growth

Higher price growth

Lower distribution yield

Higher distribution yield

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