Compare AU
Compare IHVV vs. AEBD
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 IHVV and AEBD. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
IHVV | AEBD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 165 | 1 |
Median incremental investment | $1,497.46 | $5,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,229.66 | $5,006.43 |
Average age group | > 35 | > 35 |
Key Summary
IHVV | AEBD | |
|---|---|---|
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. | AEBD.AX was created on 2024-11-04 by BetaShares. The fund's investment portfolio concentrates primarily on broad credit fixed income. The investment objective of the Fund is to provide an investment return that aims to track the performance of the Bloomberg Australian Enhanced Yield Ethically Screened Composite Bond Index, before taking into account fees and expenses. |
Top 3 holdings | Microsoft Corporation (6.95 %) Apple, Inc. (5.75 %) NVIDIA Corporation (5.10 %) | BetaShares Ethical Australian Composite Bond ETF (100 %) |
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 | AEBD | |
|---|---|---|
Issuer | iShares | BetaShares |
Tracking index | S&P 500 Hedged to AUD Index - AUD | Bloomberg Australian Enhanced Yield Composite Bond Index - Benchmark TR Gross |
Asset class | ETF | ETF |
Management fee | 0.1 % | 0 % |
Price | $54.74 | $50.57 |
Size | $2.054 billion | N/A |
10Y return | 113.25 % | N/A |
Annual distribution/ dividend yield (5Y) | 51.08 % | 0.05 % |
Market | ASX | ASX |
First listed date | 18/12/2014 | 05/11/2024 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IHVV | AEBD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 165 | 1 |
Median incremental investment | $1,497.46 | $5,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,229.66 | $5,006.43 |
Average age group | > 35 | > 35 |
Pros and Cons
IHVV | AEBD | |
|---|---|---|
Pros |
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Cons |
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IHVV | AEBD |
|---|---|
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 |