Compare AU

Compare SPY vs. AUMF

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

SPDR S&P 500 ETF Trust

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 SPDR S&P 500 ETF Trust (SPY) 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

SPY

AUMF

Popularity

Low

Low

Pearlers invested

209

3

Median incremental investment

$1,188.75

$129.64

Median investment frequency

Monthly

Weekly

Median total investment

$2,829.72

$1,471.90

Average age group

26 - 35

26 - 35


Key Summary

SPY

AUMF

Strategy

SPY.AX was created on 2014-10-13 by SPDR. The fund's investment portfolio concentrates primarily on large cap equity. The Trust seeks to provide investment results that, before expenses, correspond generally to the price and yield performance of the S&P 500 Index (the Index).

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

Apple Inc (7.14 %)

Microsoft Corp (6.56 %)

NVIDIA Corp (6.16 %)

COMMONWEALTH BANK OF AUSTRALIA (8.15 %)

BHP GROUP LTD (7.02 %)

CSL LTD (4.26 %)

Top 3 industries

Information Technology (61.49 %)

Consumer Discretionary (16.26 %)

Communication Services (12.67 %)

Financials (28.68 %)

Materials (18.21 %)

Industrials (12.21 %)

Top 3 countries

United States (99.40 %)

Switzerland (0.28 %)

Netherlands (0.12 %)

Australia (99.45 %)

China (0.55 %)

Management fee

0.0945 %

0.3 %


Key Summary

SPY

AUMF

Issuer

SPDR

iShares

Tracking index

S&P 500

MSCI Australia IMI Diversified Multiple-Factor Index - AUD

Asset class

ETF

ETF

Management fee

0.0945 %

0.3 %

Price

$949.96

$35.90

Size

$958.570 billion

$82.030 million

10Y return

279.74 %

N/A

Annual distribution yield (5Y)

1.31 %

5.42 %

Market

ASX

ASX

First listed date

13/10/2014

14/10/2016

Purchase fee

$6.50

$6.50


Community Stats

SPY

AUMF

Popularity

Low

Low

Pearlers invested

209

3

Median incremental investment

$1,188.75

$129.64

Median investment frequency

Monthly

Weekly

Median total investment

$2,829.72

$1,471.90

Average age group

26 - 35

26 - 35


Pros and Cons

SPY

AUMF

Pros

  • Higher exposure to US market

  • Lower management fee

  • Higher price growth

  • Higher exposure to AU market

  • Higher distribution yield

Cons

  • Lower exposure to AU market

  • Lower distribution yield

  • Lower exposure to US market

  • Higher management fee

  • Lower price growth

SPY

AUMF

Lower exposure to AU market

Higher exposure to AU market

Higher exposure to US market

Lower exposure to US market

Lower management fee

Higher management fee

Higher price growth

Lower price growth

Lower distribution yield

Higher distribution yield

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