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Compare BGBL vs. IVE
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 Global Shares ETF (BGBL) and the MSCI EAFE Europe, Australasia and the Far East (IVE). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
BGBL | IVE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 907 | 85 |
Median incremental investment | $2,015.05 | $1,426.75 |
Median investment frequency | Monthly | Monthly |
Median total investment | $8,675.10 | $4,052.44 |
Average age group | 26 - 35 | > 35 |
Key Summary
BGBL | IVE | |
|---|---|---|
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. | IVE.AX was created on 2001-08-14 by iShares. The fund's investment portfolio concentrates primarily on total market equity. The fund aims to provide investors with the performance of the MSCI EAFE Index, before fees and expenses. The index is designed to measure the performance of stocks from Europe, Australasia and the Far East and may include large- or mid-capitalisation companies. |
Top 3 holdings | MSCI WORLD INDEX JUN26 (0 %) NVIDIA CORP (6.09 %) APPLE INC (5.03 %) | ISHARES MSCI EAFE ETF (99.96 %) AUD CASH (0.04 %) USD CASH (0.00 %) |
Top 3 industries | Other (29.74 %) Information Technology (25.04 %) Financials (8.88 %) | Other (99.86 %) Communication Services (0.14 %) |
Top 3 countries | United States (72.14 %) Japan (6.29 %) United Kingdom of Great Britain and Northern Ireland (3.69 %) | Japan (22.34 %) United Kingdom of Great Britain and Northern Ireland (14.41 %) Germany (9.65 %) |
Management fee | 0.08 % | 0.32 % |
Key Summary
BGBL | IVE | |
|---|---|---|
Issuer | BetaShares | iShares |
Tracking index | Solactive GBS Developed Markets ex Australia Large & Mid Cap Index - AUD - Benchmark TR Net | MSCI EAFE |
Asset class | ETF | ETF |
Management fee | 0.08 % | 0.32 % |
Price | $82.62 | $144.73 |
Size | N/A | $589.962 million |
10Y return | N/A | 82.74 % |
Annual distribution yield (5Y) | 1.03 % | 2.82 % |
Market | ASX | ASX |
First listed date | 10/05/2023 | 10/10/2007 |
Purchase fee | $6.50 | $6.50 |
Community Stats
BGBL | IVE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 907 | 85 |
Median incremental investment | $2,015.05 | $1,426.75 |
Median investment frequency | Monthly | Monthly |
Median total investment | $8,675.10 | $4,052.44 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
BGBL | IVE | |
|---|---|---|
Pros |
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Cons |
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BGBL | IVE |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Lower management fee | Higher management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |