Compare AU

Compare IHEB vs. HEUR

Compare shares and ETFs on the ASX that you can trade on Pearler.

J.P. Morgan USD Emerging Markets Bond (AUD Hedged)

ASX

Buy

Buy

Overview
Performance

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 J.P. Morgan USD Emerging Markets Bond (AUD Hedged) (IHEB) and the BetaShares Europe ETF-Currency Hedged (HEUR). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

IHEB

HEUR

Popularity

Low

Low

Pearlers invested

2

13

Median incremental investment

$4,196.50

$1,226.66

Median investment frequency

Monthly

Monthly

Median total investment

$20,838.09

$4,251.43

Average age group

> 35

26 - 35


Key Summary

IHEB

HEUR

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.

HEUR.AX was created on 2016-05-10 by BetaShares. The fund's investment portfolio concentrates primarily on total market equity. The fund aims to track the performance of an index (before fees and expenses) that provides diversified exposure to the largest globally competitive Eurozone companies, hedged into Australian dollars.

Top 3 holdings

iShares JP Morgan $ EM Bond ETF USD Dist (101.57 %)

ASML HOLDING NV (9.15 %)

SAP SE (4.47 %)

LVMH MOET HENNESSY LOUIS VUITT (4.21 %)

Top 3 industries

Other (98.67 %)

Communication Services (1.33 %)

Other (99.49 %)

Consumer Discretionary (6.36 %)

Financials (4.65 %)

Top 3 countries

France (31.14 %)

Germany (29.68 %)

Netherlands (15.99 %)

Management fee

0.51 %

0.56 %


Key Summary

IHEB

HEUR

Issuer

iShares

BetaShares

Tracking index

J.P. Morgan EMBI Global Core Hedged to AUD Index - AUD

S&P Eurozone Exporters AUD Hedged Index - AUD

Asset class

ETF

ETF

Management fee

0.51 %

0.56 %

Price

$76.33

$14.51

Size

$68.363 million

$53.415 million

10Y return

N/A

N/A

Annual distribution yield (5Y)

5.56 %

5.82 %

Market

ASX

ASX

First listed date

09/12/2015

12/05/2016

Purchase fee

$6.50

$6.50


Community Stats

IHEB

HEUR

Popularity

Low

Low

Pearlers invested

2

13

Median incremental investment

$4,196.50

$1,226.66

Median investment frequency

Monthly

Monthly

Median total investment

$20,838.09

$4,251.43

Average age group

> 35

26 - 35


Pros and Cons

IHEB

HEUR

Pros

  • Lower management fee

  • Higher exposure to US market

  • Higher price growth

  • Higher distribution yield

Cons

  • Lower exposure to US market

  • Lower price growth

  • Lower distribution yield

  • Higher management fee

IHEB

HEUR

Lower exposure to US market

Higher exposure to US market

Lower management fee

Higher management fee

Lower price growth

Higher price growth

Lower distribution yield

Higher distribution yield

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