Back
Compare AU
Compare MTUM vs. FUTR
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 Janus Henderson Global Sustainable Eq Active ETF (FUTR). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
MTUM | FUTR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 12 | 3 |
Median incremental investment | $633.50 | $506.78 |
Median investment frequency | Monthly | Quarterly |
Median total investment | $1,507.47 | $540.15 |
Average age group | > 35 | > 35 |
Key Summary
MTUM | FUTR | |
|---|---|---|
Strategy | N/A | FUTR.AX was created on 2021-09-01 by Janus Henderson. The fund's investment portfolio concentrates primarily on total market equity. The Fund seeks to provide capital growth over the long term and to achieve a total return after fees that exceeds the total return of the Benchmark (MSCI World Index (net dividends reinvested) in AUD), over rolling five year periods |
Top 3 holdings | SPI 200 FUTURES JUN26 (0 %) WESTPAC BANKING CORP (7.67 %) ANZ GROUP HOLDINGS LTD (7.61 %) | NVIDIA Corp (6.87 %) Microsoft Corp (5.51 %) Taiwan Semiconductor Manufacturing Co Ltd (3.80 %) |
Top 3 industries | Financials (34.83 %) Consumer Discretionary (16.53 %) Industrials (14.39 %) | Information Technology (27.82 %) Industrials (23.41 %) Financials (16.24 %) |
Top 3 countries | United States (63.84 %) France (6.70 %) Canada (4.54 %) | |
Management fee | 0 % | 0.8 % |
Key Summary
MTUM | FUTR | |
|---|---|---|
Issuer | Janus Henderson | |
Tracking index | ||
Asset class | Stock | ETF |
Management fee | 0 % | 0.8 % |
Price | $27.66 | $36.01 |
Size | N/A | N/A |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 1.19 % | 1.51 % |
Market | ASX | ASX |
First listed date | 23/07/2024 | 21/09/2021 |
Purchase fee | $6.50 | $6.50 |
Community Stats
MTUM | FUTR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 12 | 3 |
Median incremental investment | $633.50 | $506.78 |
Median investment frequency | Monthly | Quarterly |
Median total investment | $1,507.47 | $540.15 |
Average age group | > 35 | > 35 |
Pros and Cons
MTUM | FUTR | |
|---|---|---|
Pros |
| |
Cons |
|
MTUM | FUTR |
|---|---|
Exposure to 1 market and 1 sector only | Exposure to more markets and sectors |
Lower dividend/distribution yield | Higher dividend/distribution yield |