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Compare IHVV vs. 29BB
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 S&P 500 Aud Hedged ETF (IHVV) and the Betashares 2029 Fixed Term Corp Bond Active ETF (29BB). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
IHVV | 29BB | |
---|---|---|
Popularity | Low | N/A |
Pearlers invested | 206 | 0 |
Median incremental investment | $1,500.00 | $0 |
Median investment frequency | Monthly | N/A |
Median total investment | $3,532.02 | $0 |
Average age group | > 35 | N/A |
Key Summary
IHVV | 29BB | |
---|---|---|
Strategy | IHVV.AX was created on 2014-12-15 by iShares. The fund's investment portfolio concentrates primarily on large cap equity. The fund aims to provide investors with the performance of the S&P 500 Hedged AUD Index, before fees and expenses. The index is designed to measure the AUD hedged performance of large capitalisation US equities. | 29BB.AX was created on 2025-04-30 by BetaShares. The fund's investment portfolio concentrates primarily on broad credit fixed income. The Fund aims to provide investors with access to a diversified portfolio of fixed-rate, investment grade, Australian dollar denominated corporate bonds with maturity dates occurring between May 2028 and May 2029, inclusive |
Top 3 holdings | Microsoft Corporation (6.95 %) Apple, Inc. (5.75 %) NVIDIA Corporation (5.10 %) | WESTPAC BANKING CORP 5.0% JAN-29 (5.17 %) DWPF FINANCE PTY LTD 1.9% AUG-28 (3.70 %) ELECTRANET PTY LTD 2.4737% DEC-28 (3.28 %) |
Top 3 industries | Other (99.94 %) Communication Services (0.06 %) | |
Top 3 countries | United States (94.52 %) | |
Management fee | 0.1 % | 0 % |
Key Summary
IHVV | 29BB | |
---|---|---|
Issuer | iShares | BetaShares |
Tracking index | S&P 500 Hedged to AUD Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.1 % | 0 % |
Price | $54.76 | $25.12 |
Size | $2.543 billion | N/A |
10Y return | 106.10 % | N/A |
Annual distribution yield (5Y) | 51.08 % | 0.07 % |
Market | ASX | ASX |
First listed date | 18/12/2014 | 01/05/2025 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IHVV | 29BB | |
---|---|---|
Popularity | Low | N/A |
Pearlers invested | 206 | 0 |
Median incremental investment | $1,500.00 | $0 |
Median investment frequency | Monthly | N/A |
Median total investment | $3,532.02 | $0 |
Average age group | > 35 | N/A |
Pros and Cons
IHVV | 29BB | |
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Pros |
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Cons |
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IHVV | 29BB |
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Higher exposure to US market | Lower exposure to US market |
Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |