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Compare BGBL vs. IHVV

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

BetaShares Global Shares ETF

ASX

Buy

Buy

Overview
Performance

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 Global Shares ETF (BGBL) 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

BGBL

IHVV

Popularity

Low

Low

Pearlers invested

350

159

Median incremental investment

$2,026.07

$1,497.34

Median investment frequency

Monthly

Monthly

Median total investment

$10,143.36

$3,571.75

Average age group

26 - 35

> 35


Key Summary

BGBL

IHVV

Strategy

BGBL.AX was created on 2023-05-09 by BetaShares. The fund's investment portfolio concentrates primarily on total market equity. The investment objective of the Betashares Global Shares ETF is to provide an investment return that aims to track the performance of the Solactive GBS Developed Markets ex Australia Large & Mid Cap 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

APPLE INC (5.30 %)

MICROSOFT CORP (5.02 %)

NVIDIA CORP (4.56 %)

Microsoft Corporation (6.95 %)

Apple, Inc. (5.75 %)

NVIDIA Corporation (5.10 %)

Top 3 industries

Other (29.91 %)

Information Technology (23.98 %)

Health Care (8.49 %)

Other (99.94 %)

Communication Services (0.06 %)

Top 3 countries

United States (71.89 %)

Japan (6.55 %)

United Kingdom of Great Britain and Northern Ireland (3.85 %)

United States (94.52 %)

Management fee

0.08 %

0.1 %


Key Summary

BGBL

IHVV

Issuer

BetaShares

iShares

Tracking index

Solactive GBS Developed Markets ex Australia Large & Mid Cap Index - AUD - Benchmark TR Net

S&P 500 Hedged to AUD Index - AUD

Asset class

ETF

ETF

Management fee

0.08 %

0.1 %

Price

$70.37

$54.95

Size

N/A

$1.931 billion

10Y return

N/A

N/A

Annual distribution yield (5Y)

0.25 %

51.08 %

Market

ASX

ASX

First listed date

10/05/2023

18/12/2014

Purchase fee

$6.50

$6.50


Community Stats

BGBL

IHVV

Popularity

Low

Low

Pearlers invested

350

159

Median incremental investment

$2,026.07

$1,497.34

Median investment frequency

Monthly

Monthly

Median total investment

$10,143.36

$3,571.75

Average age group

26 - 35

> 35


Pros and Cons

BGBL

IHVV

Pros

  • Lower management fee

  • Higher exposure to US market

  • Higher price growth

  • Higher distribution yield

Cons

  • Lower exposure to US market

  • Lower price growth

  • Lower distribution yield

  • Higher management fee

BGBL

IHVV

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

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