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Compare IHVV vs. AASF
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 Airlie Australian Share Fund - Active ETF (AASF). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
IHVV | AASF | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 213 | 15 |
Median incremental investment | $1,500.00 | $1,962.56 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,533.73 | $1,450.80 |
Average age group | > 35 | 26 - 35 |
Key Summary
IHVV | AASF | |
|---|---|---|
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. | AASF.AX was created on 2018-06-01 by Airlie. The fund's investment portfolio concentrates primarily on total market equity. The Funds primary objective is to provide long-term capital growth and regular income through investment in Australian equities. |
Top 3 holdings | Microsoft Corporation (6.95 %) Apple, Inc. (5.75 %) NVIDIA Corporation (5.10 %) | BHP Group Ltd (10.16 %) CSL Ltd (8.13 %) Commonwealth Bank of Australia (5.76 %) |
Top 3 industries | Other (99.94 %) Communication Services (0.06 %) | Financials (25.69 %) Other (25.67 %) Materials (18.33 %) |
Top 3 countries | United States (94.52 %) | |
Management fee | 0.1 % | 0 % |
Key Summary
IHVV | AASF | |
|---|---|---|
Issuer | iShares | Airlie |
Tracking index | S&P 500 Hedged to AUD Index - AUD | S&P/ASX 200 Accumulation Index - AUD - Benchmark TR Gross |
Asset class | ETF | ETF |
Management fee | 0.1 % | 0 % |
Price | $57.84 | $4.05 |
Size | $2.773 billion | N/A |
10Y return | 123.69 % | N/A |
Annual distribution yield (5Y) | 5.32 % | 3.68 % |
Market | ASX | ASX |
First listed date | 18/12/2014 | 03/06/2020 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IHVV | AASF | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 213 | 15 |
Median incremental investment | $1,500.00 | $1,962.56 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,533.73 | $1,450.80 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
IHVV | AASF | |
|---|---|---|
Pros |
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Cons |
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IHVV | AASF |
|---|---|
Higher exposure to US market | Lower exposure to US market |
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |