Compare AU
Compare HVLU vs. ETHI
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 HVLU and ETHI. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
HVLU | ETHI | |
|---|---|---|
Popularity | N/A | Medium |
Pearlers invested | 0 | 3,377 |
Median incremental investment | $0 | $793.50 |
Median investment frequency | N/A | Monthly |
Median total investment | $0 | $2,135.76 |
Average age group | N/A | 26 - 35 |
Key Summary
HVLU | ETHI | |
|---|---|---|
Strategy | HVLU.AX was created on 2023-11-07 by VanEck. The fund's investment portfolio concentrates primarily on total market equity. Each Fund aims to provide investment returns before fees and other costs which track the performance of its Reference Index in Australian dollars. | ETHI seeks to track the performance of the NASDAQ Future Global Sustainability Leaders Index, which includes 200 large-cap companies considered as “Climate Leaders". It excludes companies that have direct or significant exposure to fossil fuels or engaged in activities deemed inconsistent with responsible investment considerations. |
Top 3 holdings | VanEck MSCI International Value (Aud Hedged) ETF (100 %) | NVIDIA CORP (5.40 %) APPLE INC (5.28 %) VISA INC (3.73 %) |
Top 3 industries | Information Technology (27.64 %) Other (23.81 %) Financials (18.23 %) | |
Top 3 countries | United States (78.50 %) Japan (7.27 %) Netherlands (3.56 %) | |
Management fee | 0.29 % | 0.59 % |
Key Summary
HVLU | ETHI | |
|---|---|---|
Issuer | VanEck | BetaShares |
Tracking index | MSCI World ex Australia Enhanced Value Top 250 Select 100% Hedged to AUD Index - AUD - Benchmark TR Net Hedged | Nasdaq Future Global Sustainability Leaders Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.29 % | 0.59 % |
Price | $26.43 | $16.18 |
Size | $5.250 million | $3.562 billion |
10Y return | N/A | N/A |
Annual dividend/ distribution yield (5Y) | 0.78 % | 5.48 % |
Market | ASX | ASX |
First listed date | 08/11/2023 | 09/01/2017 |
Purchase fee | $6.50 | $6.50 |
Community Stats
HVLU | ETHI | |
|---|---|---|
Popularity | N/A | Medium |
Pearlers invested | 0 | 3,377 |
Median incremental investment | $0 | $793.50 |
Median investment frequency | N/A | Monthly |
Median total investment | $0 | $2,135.76 |
Average age group | N/A | 26 - 35 |
Pros and Cons
HVLU | ETHI | |
|---|---|---|
Pros |
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Cons |
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HVLU | ETHI |
|---|---|
Lower exposure to US market | Higher exposure to US market |
Lower management fee | Higher management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |