Compare AU

Compare QRE vs. AUMF

Compare shares and ETFs on the ASX that you can trade on Pearler.

BetaShares Australian Resources Sector ETF

ASX

Buy

Buy

Overview
Performance

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 Resources Sector ETF (QRE) 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

QRE

AUMF

Popularity

Low

Low

Pearlers invested

91

3

Median incremental investment

$993.50

$130.00

Median investment frequency

Monthly

Weekly

Median total investment

$1,631.57

$1,425.16

Average age group

> 35

26 - 35


Key Summary

QRE

AUMF

Strategy

QRE.AX was created on 2010-12-10 by BetaShares. The fund's investment portfolio concentrates primarily on theme equity. QRE.AX aims to track the performance an index (before fees and expenses) comprising the largest ASX-listed companies in the resources sector, including BHP, Rio Tinto, Woodside Petroleum and more.

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

BHP GROUP LTD (40.58 %)

WOODSIDE ENERGY GROUP LTD (10.31 %)

RIO TINTO LTD (8.20 %)

COMMONWEALTH BANK OF AUSTRALIA (8.15 %)

BHP GROUP LTD (7.02 %)

CSL LTD (4.26 %)

Top 3 industries

Materials (75.78 %)

Energy (21.55 %)

Other (2.67 %)

Financials (28.68 %)

Materials (18.21 %)

Industrials (12.21 %)

Top 3 countries

Australia (97.20 %)

United States (2.39 %)

China (0.41 %)

Australia (99.45 %)

China (0.55 %)

Management fee

0.34 %

0.3 %


Key Summary

QRE

AUMF

Issuer

BetaShares

iShares

Tracking index

Solactive Australia Resources Sector Index - AUD - Benchmark TR Gross

MSCI Australia IMI Diversified Multiple-Factor Index - AUD

Asset class

ETF

ETF

Management fee

0.34 %

0.3 %

Price

$6.77

$34.76

Size

$302.666 million

$81.280 million

10Y return

43.13 %

N/A

Annual distribution yield (5Y)

8.87 %

5.42 %

Market

ASX

ASX

First listed date

15/12/2010

14/10/2016

Purchase fee

$6.50

$6.50


Community Stats

QRE

AUMF

Popularity

Low

Low

Pearlers invested

91

3

Median incremental investment

$993.50

$130.00

Median investment frequency

Monthly

Weekly

Median total investment

$1,631.57

$1,425.16

Average age group

> 35

26 - 35


Pros and Cons

QRE

AUMF

Pros

  • Higher exposure to US market

  • Higher distribution yield

  • Higher exposure to AU market

  • Lower management fee

  • Higher price growth

Cons

  • Lower exposure to AU market

  • Higher management fee

  • Lower price growth

  • Lower exposure to US market

  • Lower distribution yield

QRE

AUMF

Lower exposure to AU market

Higher exposure to AU market

Higher exposure to US market

Lower exposure to US market

Higher management fee

Lower management fee

Lower price growth

Higher price growth

Higher distribution yield

Lower distribution yield

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