Compare AU

Compare FUEL vs. IHVV

Compare shares and ETFs on the ASX that you can trade on Pearler.

BetaShares Global Energy Companies ETF - Currency Hedged

ASX

Buy

Buy

Overview
Performance

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 Energy Companies ETF - Currency Hedged (FUEL) 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

FUEL

IHVV

Popularity

Low

Low

Pearlers invested

47

164

Median incremental investment

$1,120.04

$1,498.73

Median investment frequency

Monthly

Monthly

Median total investment

$1,587.20

$3,447.20

Average age group

> 35

> 35


Key Summary

FUEL

IHVV

Strategy

FUEL.AX was created on 2016-06-16 by BetaShares. The fund's investment portfolio concentrates primarily on energy equity. The fund aims to track the performance of an index (before fees and expenses) that comprises the largest global energy companies (ex-Australia), hedged into 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

BRL - BRAZILIAN REAL (0 %)

AUD - AUSTRALIA DOLLAR (0 %)

CAD - CANADA DOLLAR (0 %)

Microsoft Corporation (6.95 %)

Apple, Inc. (5.75 %)

NVIDIA Corporation (5.10 %)

Top 3 industries

Other (80.25 %)

Communication Services (33.88 %)

Energy (18.76 %)

Other (99.94 %)

Communication Services (0.06 %)

Top 3 countries

United States (57.44 %)

Canada (14.15 %)

United Kingdom of Great Britain and Northern Ireland (11.60 %)

United States (94.52 %)

Management fee

0.57 %

0.1 %


Key Summary

FUEL

IHVV

Issuer

BetaShares

iShares

Tracking index

Nasdaq Global ex-Australia Energy Hedged AUD Index - AUD

S&P 500 Hedged to AUD Index - AUD

Asset class

ETF

ETF

Management fee

0.57 %

0.1 %

Price

$6.40

$55.60

Size

$156.624 million

$2.127 billion

10Y return

N/A

N/A

Annual distribution yield (5Y)

3.25 %

51.08 %

Market

ASX

ASX

First listed date

20/06/2016

18/12/2014

Purchase fee

$6.50

$6.50


Community Stats

FUEL

IHVV

Popularity

Low

Low

Pearlers invested

47

164

Median incremental investment

$1,120.04

$1,498.73

Median investment frequency

Monthly

Monthly

Median total investment

$1,587.20

$3,447.20

Average age group

> 35

> 35


Pros and Cons

FUEL

IHVV

Pros

  • Higher exposure to US market

  • Lower management fee

  • Higher price growth

  • Higher distribution yield

Cons

  • Lower exposure to US market

  • Higher management fee

  • Lower price growth

  • Lower distribution yield

FUEL

IHVV

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

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