Compare AU
Compare RCB 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 Russell Investments Australian Select Corporate Bond ETF (RCB) 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
RCB | AUMF | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 9 | 3 |
Median incremental investment | $800.00 | $130.00 |
Median investment frequency | Fortnightly | Weekly |
Median total investment | $4,401.42 | $1,438.69 |
Average age group | > 35 | 26 - 35 |
Key Summary
RCB | AUMF | |
|---|---|---|
Strategy | RCB.AX was created on 2012-03-08 by Russell. The fund's investment portfolio concentrates primarily on investment grade fixed income. The Fund aims to provide a total return before costs and tax, in line with DBIQ 0-4 year Investment Grade Australian Corporate Bond Index over the long term | 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 | Westpac Banking Corp. 5% (14.34 %) National Australia Bank Ltd. 4.95% (13.12 %) Commonwealth Bank of Australia 4.9% (11.74 %) | COMMONWEALTH BANK OF AUSTRALIA (8.15 %) BHP GROUP LTD (7.02 %) CSL LTD (4.26 %) |
Top 3 industries | Financials (28.68 %) Materials (18.21 %) Industrials (12.21 %) | |
Top 3 countries | Australia (99.45 %) China (0.55 %) | |
Management fee | 0.28 % | 0.3 % |
Key Summary
RCB | AUMF | |
|---|---|---|
Issuer | Russell | iShares |
Tracking index | DBIQ 0-4 year Investment Grade Australian Corporate Bond Index - AUD | MSCI Australia IMI Diversified Multiple-Factor Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.28 % | 0.3 % |
Price | $20.19 | $35.09 |
Size | $284.030 million | $82.890 million |
10Y return | -1.46 % | N/A |
Annual distribution yield (5Y) | 2.22 % | 5.42 % |
Market | ASX | ASX |
First listed date | 13/03/2012 | 14/10/2016 |
Purchase fee | $6.50 | $6.50 |
Community Stats
RCB | AUMF | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 9 | 3 |
Median incremental investment | $800.00 | $130.00 |
Median investment frequency | Fortnightly | Weekly |
Median total investment | $4,401.42 | $1,438.69 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
RCB | AUMF | |
|---|---|---|
Pros |
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Cons |
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RCB | 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 |