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Compare AU
Compare IHEB vs. EX20
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 iShares J.P. Morgan Usd Emerging Markets (Aud Hedged) ETF (IHEB) and the Betashares Australian Ex-20 Portfolio Diversifier ETF (EX20). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
IHEB | EX20 | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 3 | 34 |
Median incremental investment | $2,649.00 | $1,644.60 |
Median investment frequency | Monthly | Monthly |
Median total investment | $8,183.70 | $5,629.64 |
Average age group | > 35 | > 35 |
Key Summary
IHEB | EX20 | |
|---|---|---|
Strategy | 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. | EX20.AX was created on 2016-10-05 by BetaShares. The fund's investment portfolio concentrates primarily on large cap equity. EX20.AX aims to track the performance of an index (before fees and expenses) comprising the 180 largest stocks listed on the ASX, after excluding the 20 largest, based on their market capitalisation. |
Top 3 holdings | iShares JP Morgan $ EM Bond ETF USD Dist (101.71 %) | SPI 200 FUTURES DEC25 (0 %) NORTHERN STAR RESOURCES LTD (3.31 %) XERO LTD (2.44 %) |
Top 3 industries | Other (98.67 %) Communication Services (1.33 %) | Materials (19.11 %) Financials (14.85 %) Real Estate (11.08 %) |
Top 3 countries | Australia (89.38 %) United States (5.50 %) New Zealand (3.83 %) | |
Management fee | 0.51 % | 0.25 % |
Key Summary
IHEB | EX20 | |
|---|---|---|
Issuer | iShares | BetaShares |
Tracking index | J.P. Morgan EMBI Global Core Hedged to AUD Index - AUD | Nasdaq Australia Completion Cap Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.51 % | 0.25 % |
Price | $77.94 | $24.53 |
Size | $102.873 million | $602.116 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 5.71 % | 2.86 % |
Market | ASX | ASX |
First listed date | 09/12/2015 | 07/10/2016 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IHEB | EX20 | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 3 | 34 |
Median incremental investment | $2,649.00 | $1,644.60 |
Median investment frequency | Monthly | Monthly |
Median total investment | $8,183.70 | $5,629.64 |
Average age group | > 35 | > 35 |
Pros and Cons
IHEB | EX20 | |
|---|---|---|
Pros |
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Cons |
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IHEB | EX20 |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Lower exposure to US market | Higher exposure to US market |
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |