Compare AU
Compare MVB 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 Australian Banks ETF (MVB) 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
MVB | AUMF | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 101 | 3 |
Median incremental investment | $736.30 | $130.00 |
Median investment frequency | Monthly | Weekly |
Median total investment | $1,806.68 | $1,425.16 |
Average age group | > 35 | 26 - 35 |
Key Summary
MVB | AUMF | |
|---|---|---|
Strategy | MVB.AX was created on 2013-10-14 by VanEck. The fund's investment portfolio concentrates primarily on financials equity. MVB.AX gives investors exposure to a diversified portfolio of ASX-listed securities with the aim to provide investment returns before fees and other costs which track the performance of the Index. | 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 | Commonwealth Bank of Australia (21.40 %) Westpac Banking Corp (19.94 %) National Australia Bank Ltd (19.54 %) | COMMONWEALTH BANK OF AUSTRALIA (8.15 %) BHP GROUP LTD (7.02 %) CSL LTD (4.26 %) |
Top 3 industries | Financials (99.98 %) Other (0.13 %) | Financials (28.68 %) Materials (18.21 %) Industrials (12.21 %) |
Top 3 countries | Australia (100.00 %) | Australia (99.45 %) China (0.55 %) |
Management fee | 0.28 % | 0.3 % |
Key Summary
MVB | AUMF | |
|---|---|---|
Issuer | VanEck | iShares |
Tracking index | MVIS Australia Banks Index - AUD | MSCI Australia IMI Diversified Multiple-Factor Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.28 % | 0.3 % |
Price | $38.44 | $34.76 |
Size | $228.529 million | $81.280 million |
10Y return | 48.70 % | N/A |
Annual distribution yield (5Y) | 6.04 % | 5.42 % |
Market | ASX | ASX |
First listed date | 16/10/2013 | 14/10/2016 |
Purchase fee | $6.50 | $6.50 |
Community Stats
MVB | AUMF | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 101 | 3 |
Median incremental investment | $736.30 | $130.00 |
Median investment frequency | Monthly | Weekly |
Median total investment | $1,806.68 | $1,425.16 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
MVB | AUMF | |
|---|---|---|
Pros |
| |
Cons |
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MVB | AUMF |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |