Compare AU
Compare MTUM 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 Betashares Australian Momentum ETF (MTUM) 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
MTUM | AUMF | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 4 | 5 |
Median incremental investment | $400.00 | $141.48 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,232.14 | $1,482.56 |
Average age group | > 35 | > 35 |
Key Summary
MTUM | AUMF | |
|---|---|---|
Strategy | N/A | 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 90.31m in AUM and 119 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 | SPI 200 FUTURES MAR25 (0 %) COMMONWEALTH BANK OF AUSTRALIA (9.96 %) WESTPAC BANKING CORP (9.95 %) | COMMONWEALTH BANK OF AUSTRALIA (8.65 %) BHP GROUP LTD (6.51 %) RIO TINTO LTD (3.83 %) |
Top 3 industries | Financials (50.02 %) Consumer Discretionary (13.09 %) Industrials (8.89 %) | Financials (27.16 %) Materials (20.85 %) Industrials (11.08 %) |
Top 3 countries | Australia (99.45 %) China (0.55 %) | |
Management fee | 0 % | 0.3 % |
Key Summary
MTUM | AUMF | |
|---|---|---|
Issuer | iShares | |
Tracking index | MSCI Australia IMI Diversified Multiple-Factor Index - AUD | |
Asset class | Stock | ETF |
Management fee | 0 % | 0.3 % |
Price | $27.08 | $36.16 |
Size | N/A | $90.063 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 0.19 % | 5.35 % |
Market | ASX | ASX |
First listed date | 23/07/2024 | 14/10/2016 |
Purchase fee | $6.50 | $6.50 |
Community Stats
MTUM | AUMF | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 4 | 5 |
Median incremental investment | $400.00 | $141.48 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,232.14 | $1,482.56 |
Average age group | > 35 | > 35 |
Pros and Cons
MTUM | AUMF | |
|---|---|---|
Pros |
| |
Cons |
|
MTUM | AUMF |
|---|---|
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 |