Compare AU
Compare AAA vs. IHWL
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 Betashares Australian High Interest Cash ETF (AAA) and the iShares Core MSCI World Ex Aus Esg (Aud Hed) ETF (IHWL). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
AAA | IHWL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 161 | 44 |
Median incremental investment | $5,125.50 | $1,644.48 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,959.36 | $3,938.90 |
Average age group | > 35 | 26 - 35 |
Key Summary
AAA | IHWL | |
|---|---|---|
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). | IHWL.AX was created on 2016-04-22 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 World Investable Market AUD Hedged Index, before fees and expenses. The index is designed to measure the AUD hedged performance of global, developed market large-, mid- and small-capitalisation companies. |
Top 3 holdings | AUD - AUSTRALIA DOLLAR (100.00 %) | NVIDIA CORP (9.88 %) MICROSOFT CORP (8.59 %) ALPHABET INC CLASS A (2.79 %) |
Top 3 industries | Communication Services (100.00 %) | Information Technology (27.08 %) Financials (16.09 %) Consumer Discretionary (11.34 %) |
Top 3 countries | United States (74.50 %) Japan (6.43 %) United Kingdom of Great Britain and Northern Ireland (3.39 %) | |
Management fee | 0.18 % | 0.19 % |
Key Summary
AAA | IHWL | |
|---|---|---|
Issuer | BetaShares | iShares |
Tracking index | MSCI World IMI 100% Hedged to AUD Net Variant | |
Asset class | ETF | ETF |
Management fee | 0.18 % | 0.19 % |
Price | $50.24 | $48.33 |
Size | $4.301 billion | $620.216 million |
10Y return | 0.14 % | N/A |
Annual distribution yield (5Y) | 2.33 % | 3.67 % |
Market | ASX | ASX |
First listed date | 07/03/2012 | 28/04/2016 |
Purchase fee | $6.50 | $6.50 |
Community Stats
AAA | IHWL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 161 | 44 |
Median incremental investment | $5,125.50 | $1,644.48 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,959.36 | $3,938.90 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
AAA | IHWL | |
|---|---|---|
Pros |
|
|
Cons |
|
|
AAA | IHWL |
|---|---|
Lower exposure to US market | Higher exposure to US market |
Lower management fee | Higher management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |