Compare AU
Compare DZZF 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 BetaShares Ethical Diversified High Growth ETF (DZZF) 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
DZZF | IHVV | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 413 | 167 |
Median incremental investment | $1,047.50 | $1,500.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,658.60 | $3,232.02 |
Average age group | 26 - 35 | > 35 |
Key Summary
DZZF | IHVV | |
|---|---|---|
Strategy | The fund aims to track the weighted average performance of the underlying ETFs like FAIR and ETHI before considering additional fees, expenses, and taxes. | 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 GLOBAL SUSTAINABILI (40.71 %) BETASHARES AUSTRALIAN SUSTAINA (31.14 %) BETASHARES GLOBAL SUSTAINABILI (17.43 %) | Microsoft Corporation (6.95 %) Apple, Inc. (5.75 %) NVIDIA Corporation (5.10 %) |
Top 3 industries | Other (99.77 %) Communication Services (0.23 %) | Other (99.94 %) Communication Services (0.06 %) |
Top 3 countries | United States (49.43 %) Australia (33.87 %) Japan (4.93 %) | United States (94.52 %) |
Management fee | 0.39 % | 0.1 % |
Key Summary
DZZF | IHVV | |
|---|---|---|
Issuer | BetaShares | iShares |
Tracking index | S&P 500 Hedged to AUD Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.39 % | 0.1 % |
Price | $31.56 | $55.13 |
Size | $98.575 million | $2.116 billion |
10Y return | N/A | 119.47 % |
Annual distribution yield (5Y) | 3.83 % | 51.08 % |
Market | ASX | ASX |
First listed date | 12/12/2019 | 18/12/2014 |
Purchase fee | $6.50 | $6.50 |
Community Stats
DZZF | IHVV | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 413 | 167 |
Median incremental investment | $1,047.50 | $1,500.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,658.60 | $3,232.02 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
DZZF | IHVV | |
|---|---|---|
Pros |
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Cons |
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DZZF | 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 |