Compare AU
Compare SPY 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 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 |
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Cons |
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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 |