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Compare MVR 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 Resources ETF (MVR) and the Edge MSCI Australia Multifactor (AUMF). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
MVR | AUMF | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 227 | 26 |
Median incremental investment | $1,000.00 | $493.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,235.60 | $1,044.18 |
Average age group | > 35 | > 35 |
Key Summary
MVR | AUMF | |
|---|---|---|
Strategy | MVR.AX was created on 2013-10-14 by VanEck. The fund's investment portfolio concentrates primarily on theme equity. MVR.AX gives investors exposure to a diversified portfolio of ASX-listed securities with the aim of providing 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 142.18m in AUM and 128 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 | BHP Group Ltd (9.24 %) Rio Tinto Ltd (8.16 %) Woodside Energy Group Ltd (7.97 %) | COMMONWEALTH BANK OF AUSTRALIA (9.83 %) BHP GROUP LTD (9.01 %) RIO TINTO LTD (4.74 %) |
Top 3 industries | Materials (59.41 %) Energy (24.38 %) Utilities (8.74 %) | Financials (30.50 %) Materials (20.00 %) Real Estate (9.83 %) |
Top 3 countries | Australia (100.00 %) | Australia (99.82 %) New Zealand (0.11 %) United States (0.07 %) |
Management fee | 0.35 % | 0.3 % |
Key Summary
MVR | AUMF | |
|---|---|---|
Issuer | VanEck | iShares |
Tracking index | MVIS Australia Energy & Mining Index - AUD | MSCI Australia IMI Diversified Multiple-Factor Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.35 % | 0.3 % |
Price | $48.60 | $37.97 |
Size | $767.673 million | $148.547 million |
10Y return | 184.54 % | N/A |
Annual distribution yield (5Y) | 4.35 % | 4.14 % |
Market | ASX | ASX |
First listed date | 16/10/2013 | 14/10/2016 |
Purchase fee | $6.50 | $6.50 |
Community Stats
MVR | AUMF | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 227 | 26 |
Median incremental investment | $1,000.00 | $493.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,235.60 | $1,044.18 |
Average age group | > 35 | > 35 |
Pros and Cons
MVR | AUMF | |
|---|---|---|
Pros |
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Cons |
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MVR | AUMF |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
Lower exposure to US market | Higher exposure to US market |
Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |