Compare AU
Compare AAA vs. IHVV
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 Aussie Cash Deposits (AAA) and the S&P US 500 (AUD Hedged) (IHVV). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
AAA | IHVV | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 152 | 165 |
Median incremental investment | $6,184.71 | $1,500.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,006.00 | $3,275.09 |
Average age group | > 35 | > 35 |
Key Summary
AAA | IHVV | |
|---|---|---|
Strategy | AAA.AX was created on 2012-03-06 by BetaShares. The fund's investment portfolio concentrates primarily on target outcome asset allocation. The Fund aims to provide exposure to Australian cash, with attractive and regular incomedistributions that exceed the 30 day Bank Bill Swap Rate (after fees and expenses). | IHVV.AX was created on 2014-12-15 by iShares. The fund's investment portfolio concentrates primarily on large cap equity. The fund aims to provide investors with the performance of the S&P 500 Hedged AUD Index, before fees and expenses. The index is designed to measure the AUD hedged performance of large capitalisation US equities. |
Top 3 holdings | AUD - AUSTRALIA DOLLAR (100.00 %) | Microsoft Corporation (6.95 %) Apple, Inc. (5.75 %) NVIDIA Corporation (5.10 %) |
Top 3 industries | Communication Services (100.00 %) | Other (99.94 %) Communication Services (0.06 %) |
Top 3 countries | United States (94.52 %) | |
Management fee | 0.18 % | 0.1 % |
Key Summary
AAA | IHVV | |
|---|---|---|
Issuer | BetaShares | iShares |
Tracking index | S&P 500 Hedged to AUD Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.18 % | 0.1 % |
Price | $50.16 | $55.40 |
Size | $3.555 billion | $2.040 billion |
10Y return | 0.06 % | N/A |
Annual distribution yield (5Y) | 2.14 % | 51.08 % |
Market | ASX | ASX |
First listed date | 07/03/2012 | 18/12/2014 |
Purchase fee | $6.50 | $6.50 |
Community Stats
AAA | IHVV | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 152 | 165 |
Median incremental investment | $6,184.71 | $1,500.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,006.00 | $3,275.09 |
Average age group | > 35 | > 35 |
Pros and Cons
AAA | IHVV | |
|---|---|---|
Pros |
| |
Cons |
|
AAA | IHVV |
|---|---|
Lower exposure to US market | Higher exposure to US market |
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |