Compare AU

Compare GROW vs. IHD

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

Schroder Real Return (Managed Fund)

ASX

Buy

Buy

Overview
Performance

Overview

When it comes to investing in the Australian stock market, shares and ETFs are a popular choice. Two options in the ASX are GROW and IHD. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

GROW

IHD

Popularity

N/A

Low

Pearlers invested

0

27

Median incremental investment

$0

$644.56

Median investment frequency

N/A

Monthly

Median total investment

$0

$1,334.92

Average age group

N/A

> 35


Key Summary

GROW

IHD

Strategy

GROW.AX was created on 2016-08-09 by Schroder. The fund's investment portfolio concentrates primarily on multi-strategy alternatives. Schroder Investment Management Australia Lim

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 305.98m 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

Schroder Real Return (Managed Fund) (100 %)

RIO TINTO LTD (9.87 %)

FORTESCUE LTD (8.72 %)

WESTPAC BANKING CORPORATION CORP (8.18 %)

Top 3 industries

Financials (42.51 %)

Materials (22.84 %)

Industrials (13.44 %)

Top 3 countries

United States (51.79 %)

Australia (19.91 %)

Japan (8.50 %)

Australia (99.25 %)

New Zealand (0.75 %)

Management fee

0.84 %

0.23 %


Key Summary

GROW

IHD

Issuer

Schroder

iShares

Tracking index

S&P/ASX Dividend Opportunities Index - AUD

Asset class

ETF

ETF

Management fee

0.84 %

0.23 %

Price

$3.85

$14.51

Size

$56.823 million

$313.421 million

10Y return

N/A

3.05 %

Annual dividend/β€Šdistribution yield (5Y)

3.83 %

7.42 %

Market

ASX

ASX

First listed date

16/08/2016

09/12/2010

Purchase fee

$6.50

$6.50


Community Stats

GROW

IHD

Popularity

N/A

Low

Pearlers invested

0

27

Median incremental investment

$0

$644.56

Median investment frequency

N/A

Monthly

Median total investment

$0

$1,334.92

Average age group

N/A

> 35


Pros and Cons

GROW

IHD

Pros

  • Higher exposure to US market

  • Higher price growth

  • Higher exposure to AU market

  • Lower management fee

  • Higher distribution yield

Cons

  • Lower exposure to AU market

  • Higher management fee

  • Lower distribution yield

  • Lower exposure to US market

  • Lower price growth

GROW

IHD

Lower exposure to AU market

Higher exposure to AU market

Higher exposure to US market

Lower exposure to US market

Higher management fee

Lower management fee

Higher price growth

Lower price growth

Lower distribution yield

Higher distribution yield

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