Compare AU
Compare HEUR vs. IHD
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 Europe ETF-Currency Hedged (HEUR) and the S&P/ASX Aussie Dividend Opportunities (IHD). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
HEUR | IHD | |
---|---|---|
Popularity | Low | Low |
Pearlers invested | 13 | 27 |
Median incremental investment | $1,226.66 | $644.56 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,251.43 | $1,350.56 |
Average age group | 26 - 35 | > 35 |
Key Summary
HEUR | IHD | |
---|---|---|
Strategy | HEUR.AX was created on 2016-05-10 by BetaShares. The fund's investment portfolio concentrates primarily on total market equity. The fund aims to track the performance of an index (before fees and expenses) that provides diversified exposure to the largest globally competitive Eurozone companies, hedged into Australian dollars. | 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 | ASML HOLDING NV (9.15 %) SAP SE (4.47 %) LVMH MOET HENNESSY LOUIS VUITT (4.21 %) | RIO TINTO LTD (9.87 %) FORTESCUE LTD (8.72 %) WESTPAC BANKING CORPORATION CORP (8.18 %) |
Top 3 industries | Other (99.49 %) Consumer Discretionary (6.36 %) Financials (4.65 %) | Financials (42.51 %) Materials (22.84 %) Industrials (13.44 %) |
Top 3 countries | France (31.14 %) Germany (29.68 %) Netherlands (15.99 %) | Australia (99.25 %) New Zealand (0.75 %) |
Management fee | 0.56 % | 0.23 % |
Key Summary
HEUR | IHD | |
---|---|---|
Issuer | BetaShares | iShares |
Tracking index | S&P Eurozone Exporters AUD Hedged Index - AUD | S&P/ASX Dividend Opportunities Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.56 % | 0.23 % |
Price | $14.56 | $14.60 |
Size | $53.415 million | $313.421 million |
10Y return | N/A | 3.33 % |
Annual distribution yield (5Y) | 5.82 % | 7.42 % |
Market | ASX | ASX |
First listed date | 12/05/2016 | 09/12/2010 |
Purchase fee | $6.50 | $6.50 |
Community Stats
HEUR | IHD | |
---|---|---|
Popularity | Low | Low |
Pearlers invested | 13 | 27 |
Median incremental investment | $1,226.66 | $644.56 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,251.43 | $1,350.56 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
HEUR | IHD | |
---|---|---|
Pros |
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Cons |
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HEUR | IHD |
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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 |