Compare AU

Compare BBFD vs. IHVV

Compare shares and ETFs on the ASX that you can trade on Pearler.

BetaShares Geared Short Us Tr Bond Ch (Hedge Fund)

ASX

Buy

Buy

Overview
Performance

Overview

When it comes to investing in the Australian stock market, shares and ETFs are a popular choice. Two options in the ASX are BBFD and IHVV. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

BBFD

IHVV

Popularity

N/A

Low

Pearlers invested

0

164

Median incremental investment

$0

$1,500.00

Median investment frequency

N/A

Monthly

Median total investment

$0

$3,434.80

Average age group

N/A

> 35


Key Summary

BBFD

IHVV

Strategy

N/A

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

BetaShares Geared Short Us Tr Bond Ch (Hedge Fund) (100 %)

Microsoft Corporation (6.95 %)

Apple, Inc. (5.75 %)

NVIDIA Corporation (5.10 %)

Top 3 industries

Other (99.94 %)

Communication Services (0.06 %)

Top 3 countries

United States (94.52 %)

Management fee

0 %

0.1 %


Key Summary

BBFD

IHVV

Issuer

iShares

Tracking index

S&P 500 Hedged to AUD Index - AUD

Asset class

Stock

ETF

Management fee

0 %

0.1 %

Price

$18.98

$55.40

Size

N/A

$2.040 billion

10Y return

N/A

N/A

Annual dividend/β€Šdistribution yield (5Y)

1.28 %

51.08 %

Market

ASX

ASX

First listed date

05/12/2023

18/12/2014

Purchase fee

$6.50

$6.50


Community Stats

BBFD

IHVV

Popularity

N/A

Low

Pearlers invested

0

164

Median incremental investment

$0

$1,500.00

Median investment frequency

N/A

Monthly

Median total investment

$0

$3,434.80

Average age group

N/A

> 35


Pros and Cons

BBFD

IHVV

Pros

  • Exposure to more markets and sectors

  • Higher price growth

  • Higher dividend/distribution yield

Cons

  • Exposure to 1 market and 1 sector only

  • Lower price growth

  • Lower dividend/distribution yield

BBFD

IHVV

Exposure to 1 market and 1 sector only

Exposure to more markets and sectors

Lower price growth

Higher price growth

Lower dividend/distribution yield

Higher dividend/distribution yield

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