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Compare AGX1 vs. IHD
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 Antipodes Global Value Active ETF (AGX1) and the S&P/ASX Aussie Dividend Opportunities (IHD). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
AGX1 | IHD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 11 | 92 |
Median incremental investment | $578.50 | $808.89 |
Median investment frequency | Monthly | Monthly |
Median total investment | $993.60 | $1,814.40 |
Average age group | 26 - 35 | > 35 |
Key Summary
AGX1 | IHD | |
|---|---|---|
Strategy | AGX1.AX was created on 2018-11-05 by Antipodes. The fund's investment portfolio concentrates primarily on total market equity. The Fund aims to outperform the Benchmark over the investment cycle (typically 3-5 years). | IHD.AX was created on 2010-12-06 by iShares. The fund's investment portfolio concentrates primarily on high dividend yield equity. The ETF currently has 389.28m in AUM and 49 holdings. The Fund aims to provide investors with the performance of an index, before fees and expenses. The index is designed to measure the performance of 50 ASX listed stocks that offer high dividend yields while meeting diversification, profitability and tradability requirements as well as being screened for sustainability considerations |
Top 3 holdings | Microsoft Corp (3.63 %) Amazon.com Inc (3.63 %) TotalEnergies SE (3.00 %) | BHP GROUP LTD (10.93 %) RIO TINTO LTD (10.39 %) ANZ GROUP HOLDINGS LTD (9.29 %) |
Top 3 industries | Communication Services (21.68 %) Health Care (19.87 %) Information Technology (18.90 %) | Financials (44.69 %) Materials (25.27 %) Industrials (15.28 %) |
Top 3 countries | United States (43.98 %) France (9.03 %) China (8.78 %) | Australia (99.86 %) New Zealand (0.14 %) |
Management fee | 1.1 % | 0.23 % |
Key Summary
AGX1 | IHD | |
|---|---|---|
Issuer | Antipodes | iShares |
Tracking index | S&P/ASX Dividend Opportunities Index - AUD | |
Asset class | ETF | ETF |
Management fee | 1.1 % | 0.23 % |
Price | $6.90 | $17.28 |
Size | N/A | $395.159 million |
10Y return | N/A | 31.11 % |
Annual distribution yield (5Y) | 10.33 % | 5.44 % |
Market | ASX | ASX |
First listed date | 07/11/2018 | 09/12/2010 |
Purchase fee | $6.50 | $6.50 |
Community Stats
AGX1 | IHD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 11 | 92 |
Median incremental investment | $578.50 | $808.89 |
Median investment frequency | Monthly | Monthly |
Median total investment | $993.60 | $1,814.40 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
AGX1 | IHD | |
|---|---|---|
Pros |
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Cons |
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AGX1 | IHD |
|---|---|
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 |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |