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Compare HVST vs. IHEB
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 Australian Dividend Harvester Active ETF (HVST) and the iShares J.P. Morgan Usd Emerging Markets (Aud Hedged) ETF (IHEB). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
HVST | IHEB | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 78 | 3 |
Median incremental investment | $990.50 | $2,649.00 |
Median investment frequency | Monthly | Quarterly |
Median total investment | $1,884.96 | $8,415.36 |
Average age group | > 35 | > 35 |
Key Summary
HVST | IHEB | |
|---|---|---|
Strategy | HVST.AX was created on 2014-10-29 by BetaShares. The fund's investment portfolio concentrates primarily on large cap equity. The ETF currently has 277.49m in AUM and 58 holdings. HVST.AX aims to provide exposure to large-cap Australian shares, along with the potential for franked income that is at least 1.5x the yield of the Australian broad sharemarket on an annual basis. | IHEB.AX was created on 2015-12-04 by iShares. The fund's investment portfolio concentrates primarily on broad credit fixed income. The fund aims to provide investors with the performance of the J.P. Morgan EMBI Global Core Index (AUD Hedged), before fees and expenses. The index is designed to measure the AUD hedged performance of U.S. dollar denominated fixed and/or floating rate emerging market bonds issued by sovereign and quasi-sovereign entities. |
Top 3 holdings | SPI 200 FUTURES JUN26 (0 %) BETASHARES AUSTRALIA 200 ETF (25.07 %) BHP GROUP LTD (11.24 %) | iShares JP Morgan $ EM Bond ETF USD Dist (99.88 %) |
Top 3 industries | Other (50.68 %) Financials (12.82 %) Health Care (6.32 %) | Other (98.67 %) Communication Services (1.33 %) |
Top 3 countries | Australia (96.35 %) United States (2.15 %) United Kingdom of Great Britain and Northern Ireland (0.84 %) | |
Management fee | 0.65 % | 0.51 % |
Key Summary
HVST | IHEB | |
|---|---|---|
Issuer | BetaShares | iShares |
Tracking index | J.P. Morgan EMBI Global Core Hedged to AUD Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.65 % | 0.51 % |
Price | $13.09 | $77.92 |
Size | $283.455 million | $49.352 million |
10Y return | -38.89 % | -26.63 % |
Annual distribution yield (5Y) | 5.23 % | 5.54 % |
Market | ASX | ASX |
First listed date | 03/11/2014 | 09/12/2015 |
Purchase fee | $6.50 | $6.50 |
Community Stats
HVST | IHEB | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 78 | 3 |
Median incremental investment | $990.50 | $2,649.00 |
Median investment frequency | Monthly | Quarterly |
Median total investment | $1,884.96 | $8,415.36 |
Average age group | > 35 | > 35 |
Pros and Cons
HVST | IHEB | |
|---|---|---|
Pros |
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Cons |
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HVST | IHEB |
|---|---|
Higher exposure to AU market | Lower 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 |