Compare AU
Compare IHVV vs. AYLD
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 S&P US 500 (AUD Hedged) (IHVV) and the Global X S&P/ASX 200 Covered Call ETF (AYLD). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
IHVV | AYLD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 164 | 10 |
Median incremental investment | $1,498.73 | $1,065.75 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $3,447.20 | $1,875.88 |
Average age group | > 35 | > 35 |
Key Summary
IHVV | AYLD | |
|---|---|---|
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. | AYLD.AX was created on 2023-01-30 by Global X. The fund's investment portfolio concentrates primarily on total market equity. The ETF currently has 52.54m in AUM and 202 holdings. The Fund aims to provide investors with a return that (before fees and expenses) tracks the performance of the S&P/ASX BuyWrite Index |
Top 3 holdings | Microsoft Corporation (6.95 %) Apple, Inc. (5.75 %) NVIDIA Corporation (5.10 %) | Commonwealth Bank of Australia (10.84 %) BHP Group Ltd (8.72 %) CSL Ltd (5.60 %) |
Top 3 industries | Other (99.94 %) Communication Services (0.06 %) | Financials (56.04 %) Materials (16.72 %) Health Care (11.14 %) |
Top 3 countries | United States (94.52 %) | Australia (94.85 %) United States (3.09 %) New Zealand (1.58 %) |
Management fee | 0.1 % | 0.6 % |
Key Summary
IHVV | AYLD | |
|---|---|---|
Issuer | iShares | Global X |
Tracking index | S&P 500 Hedged to AUD Index - AUD | S&P/ASX 200 Index |
Asset class | ETF | ETF |
Management fee | 0.1 % | 0.6 % |
Price | $55.60 | $10.75 |
Size | $2.040 billion | $55.617 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 51.08 % | 3.17 % |
Market | ASX | ASX |
First listed date | 18/12/2014 | 31/01/2023 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IHVV | AYLD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 164 | 10 |
Median incremental investment | $1,498.73 | $1,065.75 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $3,447.20 | $1,875.88 |
Average age group | > 35 | > 35 |
Pros and Cons
IHVV | AYLD | |
|---|---|---|
Pros |
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Cons |
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IHVV | AYLD |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |