Compare AU
Compare QRE 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 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 | 89 | 3 |
Median incremental investment | $993.50 | $129.64 |
Median investment frequency | Monthly | Weekly |
Median total investment | $1,710.44 | $1,471.90 |
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. The ETF currently has 260.52m in AUM and 45 holdings. 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 78.88m in AUM and 122 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 | $7.01 | $35.90 |
Size | $282.161 million | $82.030 million |
10Y return | 51.40 % | 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 | 89 | 3 |
Median incremental investment | $993.50 | $129.64 |
Median investment frequency | Monthly | Weekly |
Median total investment | $1,710.44 | $1,471.90 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
QRE | AUMF | |
|---|---|---|
Pros |
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Cons |
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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 |