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Compare ZYUS 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 Global X S&P 500 High Yield Low Volatility ETF (ZYUS) 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
ZYUS | AUMF | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 85 | 22 |
Median incremental investment | $684.60 | $265.69 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $2,100.67 | $990.50 |
Average age group | > 35 | > 35 |
Key Summary
ZYUS | AUMF | |
|---|---|---|
Strategy | ZYUS.AX was created on 2015-06-09 by ETFS. The fund's investment portfolio concentrates primarily on high dividend yield equity. The ETF currently has 74.14m in AUM and 50 holdings. The Fund aims to provide investors with a return that (before fees and expenses) tracks the performance of the S&P 500 Low Volatility High Dividend 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 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 | Pfizer Inc (3.09 %) United Parcel Service Inc Class B (2.96 %) Altria Group Inc (2.81 %) | COMMONWEALTH BANK OF AUSTRALIA (9.31 %) BHP GROUP LTD (6.21 %) RIO TINTO LTD (3.37 %) |
Top 3 industries | Consumer Staples (32.40 %) Real Estate (29.02 %) Energy (20.31 %) | Financials (30.50 %) Materials (20.00 %) Real Estate (9.83 %) |
Top 3 countries | United States (97.74 %) United Kingdom of Great Britain and Northern Ireland (2.26 %) | Australia (99.45 %) China (0.55 %) |
Management fee | 0.35 % | 0.3 % |
Key Summary
ZYUS | AUMF | |
|---|---|---|
Issuer | ETFS | iShares |
Tracking index | S&P 500 Low Volatility High Dividend Index | MSCI Australia IMI Diversified Multiple-Factor Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.35 % | 0.3 % |
Price | $14.69 | $39.62 |
Size | $77.135 million | $145.257 million |
10Y return | 30.23 % | N/A |
Annual distribution yield (5Y) | 4.63 % | 3.96 % |
Market | ASX | ASX |
First listed date | 12/06/2015 | 14/10/2016 |
Purchase fee | $6.50 | $6.50 |
Community Stats
ZYUS | AUMF | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 85 | 22 |
Median incremental investment | $684.60 | $265.69 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $2,100.67 | $990.50 |
Average age group | > 35 | > 35 |
Pros and Cons
ZYUS | AUMF | |
|---|---|---|
Pros |
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Cons |
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ZYUS | AUMF |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |