Compare AU
Compare DVDY 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 Morningstar AUS Dividend Yield Focus ETF (DVDY) and the S&P US 500 (AUD Hedged) (IHVV). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
DVDY | IHVV | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 54 | 165 |
Median incremental investment | $637.03 | $1,500.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,650.53 | $3,275.09 |
Average age group | > 35 | > 35 |
Key Summary
DVDY | IHVV | |
|---|---|---|
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. | 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 | Pinnacle Investment Management Group Ltd (6.12 %) Brambles Ltd (4.99 %) Charter Hall Group (4.80 %) | Microsoft Corporation (6.95 %) Apple, Inc. (5.75 %) NVIDIA Corporation (5.10 %) |
Top 3 industries | Industrials (29.02 %) Financials (23.81 %) Consumer Discretionary (17.54 %) | Other (99.94 %) Communication Services (0.06 %) |
Top 3 countries | Australia (100.00 %) | United States (94.52 %) |
Management fee | 0.35 % | 0.1 % |
Key Summary
DVDY | IHVV | |
|---|---|---|
Issuer | VanEck | iShares |
Tracking index | Morningstar Australia Dividend Yield Focus Index - AUD | S&P 500 Hedged to AUD Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.35 % | 0.1 % |
Price | $22.46 | $55.40 |
Size | $67.940 million | $2.040 billion |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 4.42 % | 51.08 % |
Market | ASX | ASX |
First listed date | 09/09/2020 | 18/12/2014 |
Purchase fee | $6.50 | $6.50 |
Community Stats
DVDY | IHVV | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 54 | 165 |
Median incremental investment | $637.03 | $1,500.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,650.53 | $3,275.09 |
Average age group | > 35 | > 35 |
Pros and Cons
DVDY | IHVV | |
|---|---|---|
Pros |
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Cons |
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DVDY | 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 |