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Compare AEAE vs. IVV
Compare shares and ETFs on the ASX that you can trade on Pearler.
Overview
When it comes to investing in the Australian stock market, shares and ETFs are a popular choice. Two options in the ASX are AEAE and IVV. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
AEAE | IVV | |
|---|---|---|
Popularity | Low | High |
Pearlers invested | 30 | 16,962 |
Median incremental investment | $596.75 | $993.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,169.46 | $2,875.93 |
Average age group | > 35 | 26 - 35 |
Key Summary
AEAE | IVV | |
|---|---|---|
Strategy | AEAE.AX was created on 2021-10-01 by Australianethical. The fund's investment portfolio concentrates primarily on total market equity. The Fund aims to exceed the return of the Benchmark after taking into account management costs over 7 years | iShares S&P 500 ETF (ASX: IVV) seeks to track the performance of the US S&P 500 index before account fees, expenses, and taxes. The index tracks the top 500 companies on the US stock market. |
Top 3 holdings | Australian Ethical High Conviction Fund - Active ETF (100 %) | Microsoft Corporation (6.95 %) Apple, Inc. (5.75 %) NVIDIA Corporation (5.10 %) |
Top 3 industries | Other (99.97 %) Communication Services (0.00 %) | |
Top 3 countries | United States (99.92 %) | |
Management fee | 0 % | 0.04 % |
Key Summary
AEAE | IVV | |
|---|---|---|
Issuer | Australianethical | iShares |
Tracking index | S&P 500 | |
Asset class | ETF | ETF |
Management fee | 0 % | 0.04 % |
Price | $10.70 | $61.62 |
Size | N/A | $10.821 billion |
10Y return | N/A | 240.11 % |
Annual dividend/ distribution yield (5Y) | 1.79 % | 10.73 % |
Market | CXA | ASX |
First listed date | 31/01/2022 | 10/10/2007 |
Purchase fee | $6.50 | $6.50 |
Community Stats
AEAE | IVV | |
|---|---|---|
Popularity | Low | High |
Pearlers invested | 30 | 16,962 |
Median incremental investment | $596.75 | $993.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,169.46 | $2,875.93 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
AEAE | IVV | |
|---|---|---|
Pros |
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Cons |
|
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AEAE | IVV |
|---|---|
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 |