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Compare SMLL 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 Small Companies Select ETF (SMLL) 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
SMLL | AUMF | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 24 | 22 |
Median incremental investment | $1,994.35 | $265.69 |
Median investment frequency | Fortnightly | Fortnightly |
Median total investment | $2,553.20 | $990.50 |
Average age group | > 35 | > 35 |
Key Summary
SMLL | AUMF | |
|---|---|---|
Strategy | SMLL.AX was created on 2017-04-07 by BetaShares. The fund's investment portfolio concentrates primarily on small cap equity. The ETF currently has 324.84m in AUM and 67 holdings. The fund aims to outperform the S&P/ASX Small Ordinaries Accumulation Index over the medium to long term (after fees and expenses) by investing in a portfolio of high quality, profitable small companies. | 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 143.56m in AUM and 132 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 | PERSEUS MINING LTD (5.85 %) GENESIS MINERALS LTD (4.59 %) VAULT MINERALS LTD (4.45 %) | COMMONWEALTH BANK OF AUSTRALIA (9.31 %) BHP GROUP LTD (6.21 %) RIO TINTO LTD (3.37 %) |
Top 3 industries | Materials (32.78 %) Consumer Discretionary (18.57 %) Real Estate (11.77 %) | Financials (30.50 %) Materials (20.00 %) Real Estate (9.83 %) |
Top 3 countries | Australia (98.15 %) China (1.85 %) | Australia (99.45 %) China (0.55 %) |
Management fee | 0.39 % | 0.3 % |
Key Summary
SMLL | AUMF | |
|---|---|---|
Issuer | BetaShares | iShares |
Tracking index | MSCI Australia IMI Diversified Multiple-Factor Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.39 % | 0.3 % |
Price | $4.91 | $39.62 |
Size | $336.368 million | $145.257 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 4.07 % | 3.96 % |
Market | ASX | ASX |
First listed date | 11/04/2017 | 14/10/2016 |
Purchase fee | $6.50 | $6.50 |
Community Stats
SMLL | AUMF | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 24 | 22 |
Median incremental investment | $1,994.35 | $265.69 |
Median investment frequency | Fortnightly | Fortnightly |
Median total investment | $2,553.20 | $990.50 |
Average age group | > 35 | > 35 |
Pros and Cons
SMLL | AUMF | |
|---|---|---|
Pros |
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Cons |
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SMLL | AUMF |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |