Compare AU

Compare IHVV vs. AEBD

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

S&P US 500 (AUD Hedged)

ASX

Buy

Buy

Overview
Performance

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

$1,500.00

$5,000.00

Median investment frequency

Monthly

Monthly

Median total investment

$3,275.09

$5,014.35

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.

N/A

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

Tracking index

S&P 500 Hedged to AUD Index - AUD

Asset class

ETF

Stock

Management fee

0.1 %

0 %

Price

$55.43

$50.65

Size

$2.040 billion

N/A

10Y return

N/A

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

$1,500.00

$5,000.00

Median investment frequency

Monthly

Monthly

Median total investment

$3,275.09

$5,014.35

Average age group

> 35

> 35


Pros and Cons

IHVV

AEBD

Pros

  • Exposure to more markets and sectors

  • Higher price growth

  • Higher dividend/distribution yield

Cons

  • Exposure to 1 market and 1 sector only

  • Lower price growth

  • Lower dividend/distribution yield

IHVV

AEBD

Exposure to more markets and sectors

Exposure to 1 market and 1 sector only

Higher price growth

Lower price growth

Higher dividend/distribution yield

Lower dividend/distribution yield

Home