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Compare MTUM vs. AGX1
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 Betashares Australian Momentum ETF (MTUM) and the Antipodes Global Value Active ETF (AGX1). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
MTUM | AGX1 | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 12 | 10 |
Median incremental investment | $633.50 | $543.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,514.01 | $969.03 |
Average age group | > 35 | > 35 |
Key Summary
MTUM | AGX1 | |
|---|---|---|
Strategy | N/A | AGX1.AX was created on 2018-11-05 by Antipodes. The fund's investment portfolio concentrates primarily on total market equity. The Fund aims to outperform the Benchmark over the investment cycle (typically 3-5 years). |
Top 3 holdings | SPI 200 FUTURES MAR26 (0 %) TELSTRA GROUP LTD (9.21 %) WESTPAC BANKING CORP (5.80 %) | Merck & Co Inc (3.40 %) Amazon.com Inc (3.34 %) Barrick Mining Corp (3.20 %) |
Top 3 industries | Financials (34.83 %) Consumer Discretionary (16.53 %) Industrials (14.39 %) | Communication Services (21.68 %) Health Care (19.87 %) Information Technology (18.90 %) |
Top 3 countries | United States (43.98 %) France (9.03 %) China (8.78 %) | |
Management fee | 0 % | 1.1 % |
Key Summary
MTUM | AGX1 | |
|---|---|---|
Issuer | Antipodes | |
Tracking index | ||
Asset class | Stock | ETF |
Management fee | 0 % | 1.1 % |
Price | $27.78 | $6.66 |
Size | N/A | N/A |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 1.19 % | 10.33 % |
Market | ASX | ASX |
First listed date | 23/07/2024 | 07/11/2018 |
Purchase fee | $6.50 | $6.50 |
Community Stats
MTUM | AGX1 | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 12 | 10 |
Median incremental investment | $633.50 | $543.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,514.01 | $969.03 |
Average age group | > 35 | > 35 |
Pros and Cons
MTUM | AGX1 | |
|---|---|---|
Pros |
| |
Cons |
|
MTUM | AGX1 |
|---|---|
Exposure to 1 market and 1 sector only | Exposure to more markets and sectors |
Lower price growth | Higher price growth |
Lower dividend/distribution yield | Higher dividend/distribution yield |