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Compare HQUS 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 S&P 500 Equal Weight Currency Hedged ETF (HQUS) 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
HQUS | IHVV | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 9 | 246 |
Median incremental investment | $4,746.75 | $1,509.51 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,504.48 | $4,677.00 |
Average age group | > 35 | > 35 |
Key Summary
HQUS | IHVV | |
|---|---|---|
Strategy | HQUS.AX was created on 2024-07-10 by BetaShares. The fund's investment portfolio concentrates primarily on large cap equity. HQUS.AX aims to track the performance of the S&P 500 Equal Weight AUD Hedged Index NTR. | 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 S&P 500 Equal Weight ETF (101.90 %) | ISHARES CORE S&P ETF TRUST (100.37 %) AUD CASH (0.02 %) USD/AUD (0.00 %) |
Top 3 industries | Industrials (15.79 %) Financials (14.65 %) Information Technology (13.66 %) | Other (99.94 %) Communication Services (0.06 %) |
Top 3 countries | United States (98.88 %) Switzerland (0.37 %) China (0.21 %) | United States (99.47 %) Switzerland (0.25 %) China (0.12 %) |
Management fee | 0.29 % | 0.1 % |
Key Summary
HQUS | IHVV | |
|---|---|---|
Issuer | BetaShares | iShares |
Tracking index | S&P 500 Equal Weight AUD Hedged Index - AUD - Benchmark TR Net Hedged | S&P 500 Hedged to AUD Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.29 % | 0.1 % |
Price | $47.92 | $62.36 |
Size | N/A | $3.250 billion |
10Y return | N/A | 164.90 % |
Annual distribution yield (5Y) | 1.68 % | 5.32 % |
Market | ASX | ASX |
First listed date | 11/07/2024 | 18/12/2014 |
Purchase fee | $6.50 | $6.50 |
Community Stats
HQUS | IHVV | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 9 | 246 |
Median incremental investment | $4,746.75 | $1,509.51 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,504.48 | $4,677.00 |
Average age group | > 35 | > 35 |
Pros and Cons
HQUS | IHVV | |
|---|---|---|
Pros |
| |
Cons |
|
HQUS | 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 |