Compare AU
Compare IAF vs. IVV
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 US 500 (IVV). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
IAF | IVV | |
|---|---|---|
Popularity | Low | High |
Pearlers invested | 502 | 12,553 |
Median incremental investment | $1,130.64 | $1,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,695.58 | $3,048.96 |
Average age group | > 35 | 26 - 35 |
Key Summary
IAF | IVV | |
|---|---|---|
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, | iShares S&P 500 ETF (ASX: IVV) seeks to track the performance of the US S&P 500 index before account fees, expenses, and taxes. The index tracks the top 500 companies on the US stock market. |
Top 3 holdings | AUSTRALIA (COMMONWEALTH OF) RegS (2.60 %) AUSTRALIA (COMMONWEALTH OF) RegS (2.54 %) AUSTRALIA (COMMONWEALTH OF) RegS (2.54 %) | Microsoft Corporation (6.95 %) Apple, Inc. (5.75 %) NVIDIA Corporation (5.10 %) |
Top 3 industries | Other (99.30 %) Communication Services (0.26 %) Financials (0.21 %) | Other (99.97 %) Communication Services (0.00 %) |
Top 3 countries | United States (99.92 %) | |
Management fee | 0.15 % | 0.04 % |
Key Summary
IAF | IVV | |
|---|---|---|
Issuer | iShares | iShares |
Tracking index | Bloomberg AusBond Composite 0+ Yr Index - AUD | S&P 500 - AUD |
Asset class | ETF | ETF |
Management fee | 0.15 % | 0.04 % |
Price | $101.72 | $63.52 |
Size | $2.649 billion | $10.019 billion |
10Y return | -4.44 % | 287.25 % |
Annual distribution yield (5Y) | 1.89 % | 13.82 % |
Market | ASX | ASX |
First listed date | 14/03/2012 | 10/10/2007 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IAF | IVV | |
|---|---|---|
Popularity | Low | High |
Pearlers invested | 502 | 12,553 |
Median incremental investment | $1,130.64 | $1,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,695.58 | $3,048.96 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
IAF | IVV | |
|---|---|---|
Pros |
| |
Cons |
|
IAF | IVV |
|---|---|
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 |