Compare AU
Compare IGB vs. HVLU
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 IGB and HVLU. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
IGB | HVLU | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 4 | 1 |
Median incremental investment | $836.78 | $10,500.00 |
Median investment frequency | Monthly | Weekly |
Median total investment | $1,910.03 | $20,802.85 |
Average age group | 26 - 35 | > 35 |
Key Summary
IGB | HVLU | |
|---|---|---|
Strategy | IGB.AX was created on 2012-03-12 by iShares. The fund's investment portfolio concentrates primarily on investment grade fixed income. The ETF currently has 378.59m in AUM and 30 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 the Australian bond market and is comprised of fixed income securities issued by the Australian Treasury. | 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. |
Top 3 holdings | AUSTRALIA (COMMONWEALTH OF) RegS (5.50 %) AUSTRALIA (COMMONWEALTH OF) RegS (5.37 %) AUSTRALIA (COMMONWEALTH OF) RegS (5.32 %) | VanEck MSCI International Value (Aud Hedged) ETF (100 %) |
Top 3 industries | Other (99.83 %) Communication Services (0.17 %) | |
Top 3 countries | ||
Management fee | 0.26 % | 0.29 % |
Key Summary
IGB | HVLU | |
|---|---|---|
Issuer | iShares | VanEck |
Tracking index | Bloomberg AusBond Treasury (0+Y) | MSCI World ex Australia Enhanced Value Top 250 Select 100% Hedged to AUD Index - AUD - Benchmark TR Net Hedged |
Asset class | ETF | ETF |
Management fee | 0.26 % | 0.29 % |
Price | $98.12 | $27.99 |
Size | $384.928 million | $11.317 million |
10Y return | -9.48 % | N/A |
Annual distribution/ dividend yield (5Y) | 1.76 % | 0.78 % |
Market | ASX | ASX |
First listed date | 14/03/2012 | 08/11/2023 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IGB | HVLU | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 4 | 1 |
Median incremental investment | $836.78 | $10,500.00 |
Median investment frequency | Monthly | Weekly |
Median total investment | $1,910.03 | $20,802.85 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
IGB | HVLU | |
|---|---|---|
Pros |
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Cons |
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IGB | HVLU |
|---|---|
Lower management fee | Higher management fee |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |