Compare AU
Compare DVDY 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 Morningstar AUS Dividend Yield Focus ETF (DVDY) 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
DVDY | IHD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 54 | 27 |
Median incremental investment | $637.03 | $644.56 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,635.20 | $1,334.92 |
Average age group | > 35 | > 35 |
Key Summary
DVDY | IHD | |
|---|---|---|
Strategy | DVDY.AX was created on 2020-09-07 by VanEck. The fund's investment portfolio concentrates primarily on total market equity. The Fund aims to provide investment returns before fees and other costs which track the performance of the Reference Index in Australian dollars. | 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 317.01m in AUM and 51 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 | Pinnacle Investment Management Group Ltd (6.79 %) Brambles Ltd (4.93 %) Ansell Ltd (4.90 %) | RIO TINTO LTD (9.87 %) FORTESCUE LTD (8.72 %) WESTPAC BANKING CORPORATION CORP (8.18 %) |
Top 3 industries | Financials (32.48 %) Industrials (29.40 %) Health Care (10.40 %) | Financials (42.51 %) Materials (22.84 %) Industrials (13.44 %) |
Top 3 countries | Australia (100.00 %) | Australia (99.25 %) New Zealand (0.75 %) |
Management fee | 0.35 % | 0.23 % |
Key Summary
DVDY | IHD | |
|---|---|---|
Issuer | VanEck | iShares |
Tracking index | Morningstar Australia Dividend Yield Focus Index - AUD | S&P/ASX Dividend Opportunities Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.35 % | 0.23 % |
Price | $22.40 | $14.51 |
Size | $67.968 million | $315.264 million |
10Y return | N/A | 3.72 % |
Annual distribution yield (5Y) | 4.42 % | 7.42 % |
Market | ASX | ASX |
First listed date | 09/09/2020 | 09/12/2010 |
Purchase fee | $6.50 | $6.50 |
Community Stats
DVDY | IHD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 54 | 27 |
Median incremental investment | $637.03 | $644.56 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,635.20 | $1,334.92 |
Average age group | > 35 | > 35 |
Pros and Cons
DVDY | IHD | |
|---|---|---|
Pros |
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Cons |
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DVDY | IHD |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |