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Compare ATEC 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 Betashares S&P/ASX Australian Technology ETF (ATEC) and the iShares S&P 500 Aud Hedged ETF (IHVV). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
ATEC | IHVV | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 439 | 279 |
Median incremental investment | $1,005.88 | $1,539.64 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,249.00 | $5,771.46 |
Average age group | > 35 | > 35 |
Key Summary
ATEC | IHVV | |
|---|---|---|
Strategy | ATEC.AX was created on 2020-03-04 by BetaShares. The fund's investment portfolio concentrates primarily on theme equity. The ETF currently has 666.05m in AUM and 45 holdings. The investment objective of the Fund is to provide an investment return that aims to track the performance of the S&P/ASX All Technology Index (the Index), before taking into account 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 | COMPUTERSHARE LTD (10.16 %) XERO LTD (9.89 %) NEXTDC LTD (9.56 %) | ISHARES CORE S&P ETF TRUST (99.40 %) USD/AUD (4.64 %) AUD CASH (0.29 %) |
Top 3 industries | Information Technology (45.49 %) Communication Services (23.16 %) Health Care (10.65 %) | Other (99.94 %) Communication Services (0.06 %) |
Top 3 countries | Australia (91.74 %) United States (7.16 %) New Zealand (0.73 %) | United States (99.47 %) Switzerland (0.25 %) China (0.12 %) |
Management fee | 0.48 % | 0.1 % |
Key Summary
ATEC | IHVV | |
|---|---|---|
Issuer | BetaShares | iShares |
Tracking index | S&P/ASX All Technology Index - AUD | S&P 500 Hedged to AUD Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.48 % | 0.1 % |
Price | $22.42 | $67.32 |
Size | $679.834 million | $4.031 billion |
10Y return | N/A | 164.24 % |
Annual distribution yield (5Y) | 1.42 % | 4.43 % |
Market | ASX | ASX |
First listed date | 05/03/2020 | 18/12/2014 |
Purchase fee | $6.50 | $6.50 |
Community Stats
ATEC | IHVV | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 439 | 279 |
Median incremental investment | $1,005.88 | $1,539.64 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,249.00 | $5,771.46 |
Average age group | > 35 | > 35 |
Pros and Cons
ATEC | IHVV | |
|---|---|---|
Pros |
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Cons |
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ATEC | IHVV |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
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 |