Compare AU
Compare FHCO vs. IVV
Compare shares and ETFs on the ASX that you can trade on Pearler.
Overview
When it comes to investing in the Australian stock market, shares and ETFs are a popular choice. Two options in the ASX are FHCO and IVV. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
FHCO | IVV | |
|---|---|---|
Popularity | N/A | High |
Pearlers invested | 0 | 15,066 |
Median incremental investment | $0 | $994.00 |
Median investment frequency | N/A | Monthly |
Median total investment | $0 | $2,713.08 |
Average age group | N/A | 26 - 35 |
Key Summary
FHCO | IVV | |
|---|---|---|
Strategy | FHCO.AX was created on 2024-05-28 by Fidelity. The fund's investment portfolio concentrates primarily on total market equity. To achieve returns in excess of the benchmark over the medium to long term | iShares S&P 500 ETF (ASX: IVV) seeks to track the performance of the US S&P 500 index before account fees, expenses, and taxes. The index tracks the top 500 companies on the US stock market. |
Top 3 holdings | Fidelity Australian High Conviction Active ETF (100 %) | Microsoft Corporation (6.95 %) Apple, Inc. (5.75 %) NVIDIA Corporation (5.10 %) |
Top 3 industries | Other (99.97 %) Communication Services (0.00 %) | |
Top 3 countries | United States (99.92 %) | |
Management fee | 0.85 % | 0.04 % |
Key Summary
FHCO | IVV | |
|---|---|---|
Issuer | Fidelity | iShares |
Tracking index | S&P 500 - AUD | |
Asset class | ETF | ETF |
Management fee | 0.85 % | 0.04 % |
Price | $8.96 | $59.12 |
Size | $1.102 million | $10.443 billion |
10Y return | N/A | 223.35 % |
Annual dividend/ distribution yield (5Y) | 2.71 % | 12.27 % |
Market | ASX | ASX |
First listed date | 02/06/2024 | 10/10/2007 |
Purchase fee | $6.50 | $6.50 |
Community Stats
FHCO | IVV | |
|---|---|---|
Popularity | N/A | High |
Pearlers invested | 0 | 15,066 |
Median incremental investment | $0 | $994.00 |
Median investment frequency | N/A | Monthly |
Median total investment | $0 | $2,713.08 |
Average age group | N/A | 26 - 35 |
Pros and Cons
FHCO | IVV | |
|---|---|---|
Pros |
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Cons |
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FHCO | IVV |
|---|---|
Lower exposure to US market | Higher exposure to US market |
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |