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Compare PGA1 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, shares and ETFs are a popular choice. Two options in the ASX are PGA1 and AUMF. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
PGA1 | AUMF | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 29 | 15 |
Median incremental investment | $4,146.75 | $239.04 |
Median investment frequency | Monthly | Monthly |
Median total investment | $6,800.00 | $1,102.36 |
Average age group | > 35 | > 35 |
Key Summary
PGA1 | AUMF | |
|---|---|---|
Strategy | PGA1.AX was created on 2024-11-25 by Plato. The fund's investment portfolio concentrates primarily on total market equity. The Fund aims to outperform the Benchmark over a rolling 5-year basis | 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 135.23m in AUM and 124 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 | Plato Global Alpha Fund Complex ETF (100 %) | COMMONWEALTH BANK OF AUSTRALIA (9.31 %) BHP GROUP LTD (6.21 %) RIO TINTO LTD (3.37 %) |
Top 3 industries | Financials (30.50 %) Materials (20.00 %) Real Estate (9.83 %) | |
Top 3 countries | Australia (99.45 %) China (0.55 %) | |
Management fee | 0 % | 0.3 % |
Key Summary
PGA1 | AUMF | |
|---|---|---|
Issuer | Plato | iShares |
Tracking index | MSCI World Index | MSCI Australia IMI Diversified Multiple-Factor Index - AUD |
Asset class | ETF | ETF |
Management fee | 0 % | 0.3 % |
Price | $13.68 | $39.30 |
Size | N/A | $139.991 million |
10Y return | N/A | N/A |
Annual dividend/ distribution yield (5Y) | 0.01 % | 4.07 % |
Market | ASX | ASX |
First listed date | 24/11/2024 | 14/10/2016 |
Purchase fee | $6.50 | $6.50 |
Community Stats
PGA1 | AUMF | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 29 | 15 |
Median incremental investment | $4,146.75 | $239.04 |
Median investment frequency | Monthly | Monthly |
Median total investment | $6,800.00 | $1,102.36 |
Average age group | > 35 | > 35 |
Pros and Cons
PGA1 | AUMF | |
|---|---|---|
Pros |
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Cons |
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PGA1 | AUMF |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Lower management fee | Higher management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |