Compare AU
Compare IAF 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 Bloomberg Aussie Bonds (IAF) 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
IAF | IHD | |
---|---|---|
Popularity | Low | Low |
Pearlers invested | 501 | 27 |
Median incremental investment | $1,123.98 | $644.56 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,663.18 | $1,355.16 |
Average age group | > 35 | > 35 |
Key Summary
IAF | IHD | |
---|---|---|
Strategy | IAF.AX was created on 2012-03-12 by iShares. The fund's investment portfolio concentrates primarily on investment grade fixed income. The fund aims to provide investors with the performance of the Bloomberg AusBond Composite 0+ Yr IndexSM, before fees and expenses. The index is designed to measure the performance of the Australian bond market and includes investment grade fixed income securities issued by the Australian Treasury, | 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 | AUSTRALIA (COMMONWEALTH OF) RegS (2.60 %) AUSTRALIA (COMMONWEALTH OF) RegS (2.54 %) AUSTRALIA (COMMONWEALTH OF) RegS (2.54 %) | RIO TINTO LTD (9.87 %) FORTESCUE LTD (8.72 %) WESTPAC BANKING CORPORATION CORP (8.18 %) |
Top 3 industries | Other (99.30 %) Communication Services (0.26 %) Financials (0.21 %) | Financials (42.51 %) Materials (22.84 %) Industrials (13.44 %) |
Top 3 countries | Australia (99.25 %) New Zealand (0.75 %) | |
Management fee | 0.15 % | 0.23 % |
Key Summary
IAF | IHD | |
---|---|---|
Issuer | iShares | iShares |
Tracking index | Bloomberg AusBond Composite 0+ Yr Index - AUD | S&P/ASX Dividend Opportunities Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.15 % | 0.23 % |
Price | $102.20 | $14.68 |
Size | $2.649 billion | $313.421 million |
10Y return | -3.96 % | 3.97 % |
Annual distribution yield (5Y) | 1.89 % | 7.42 % |
Market | ASX | ASX |
First listed date | 14/03/2012 | 09/12/2010 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IAF | IHD | |
---|---|---|
Popularity | Low | Low |
Pearlers invested | 501 | 27 |
Median incremental investment | $1,123.98 | $644.56 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,663.18 | $1,355.16 |
Average age group | > 35 | > 35 |
Pros and Cons
IAF | IHD | |
---|---|---|
Pros |
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Cons |
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IAF | IHD |
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Lower exposure to AU market | Higher exposure to AU market |
Lower management fee | Higher management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |