Compare AU
Compare VESG 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 Vanguard Ethically Conscious International Shares Index ETF (VESG) 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
VESG | AUMF | |
---|---|---|
Popularity | Medium | Low |
Pearlers invested | 2,221 | 3 |
Median incremental investment | $990.50 | $133.96 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,709.20 | $1,471.49 |
Average age group | 26 - 35 | 26 - 35 |
Key Summary
VESG | AUMF | |
---|---|---|
Strategy | VESG seeks to track the performance of the FTSE Developed ex-Australia Choice Index (with dividends reinvested) before considering any additional fees, expenses, and taxes. | AUMF.AX was created on 2016-10-11 by iShares. The fund's investment portfolio concentrates primarily on total market equity. 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. (5.54 %) Microsoft Corp. (4.67 %) Amazon.com Inc. (2.10 %) | COMMONWEALTH BANK OF AUSTRALIA (8.80 %) BHP GROUP LTD (6.59 %) RIO TINTO LTD (3.89 %) |
Top 3 industries | Information Technology (26.14 %) Health Care (16.64 %) Financials (15.14 %) | Financials (29.87 %) Materials (20.37 %) Industrials (11.24 %) |
Top 3 countries | United States (73.33 %) Japan (6.63 %) Switzerland (2.90 %) | Australia (99.45 %) China (0.55 %) |
Management fee | 0.18 % | 0.3 % |
Key Summary
VESG | AUMF | |
---|---|---|
Issuer | Vanguard | iShares |
Tracking index | FTSE Developed ex Australia Choice Index - AUD | MSCI Australia IMI Diversified Multiple-Factor Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.18 % | 0.3 % |
Price | $104.20 | $35.89 |
Size | N/A | $82.978 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 1.66 % | 5.35 % |
Market | ASX | ASX |
First listed date | 13/09/2018 | 14/10/2016 |
Purchase fee | $6.50 | $6.50 |
Community Stats
VESG | AUMF | |
---|---|---|
Popularity | Medium | Low |
Pearlers invested | 2,221 | 3 |
Median incremental investment | $990.50 | $133.96 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,709.20 | $1,471.49 |
Average age group | 26 - 35 | 26 - 35 |
Pros and Cons
VESG | AUMF | |
---|---|---|
Pros |
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Cons |
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VESG | AUMF |
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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 |