Compare AU
Compare IHVV vs. BBFD
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 Geared Short Us Tr Bond Ch (Hedge Fund) (BBFD). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
IHVV | BBFD | |
|---|---|---|
Popularity | Low | N/A |
Pearlers invested | 175 | 0 |
Median incremental investment | $1,502.95 | $0 |
Median investment frequency | Monthly | N/A |
Median total investment | $2,817.65 | $0 |
Average age group | > 35 | N/A |
Key Summary
IHVV | BBFD | |
|---|---|---|
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 %) | US 10YR ULTRA FUT JUN25 (0 %) AUD - AUSTRALIA DOLLAR (99.82 %) USD - UNITED STATES DOLLAR (0.18 %) |
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 | BBFD | |
|---|---|---|
Issuer | iShares | |
Tracking index | S&P 500 Hedged to AUD Index - AUD | |
Asset class | ETF | Stock |
Management fee | 0.1 % | 0 % |
Price | $51.23 | $18.78 |
Size | $2.113 billion | N/A |
10Y return | 99.25 % | N/A |
Annual distribution yield (5Y) | 51.08 % | 1.28 % |
Market | ASX | ASX |
First listed date | 18/12/2014 | 05/12/2023 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IHVV | BBFD | |
|---|---|---|
Popularity | Low | N/A |
Pearlers invested | 175 | 0 |
Median incremental investment | $1,502.95 | $0 |
Median investment frequency | Monthly | N/A |
Median total investment | $2,817.65 | $0 |
Average age group | > 35 | N/A |
Pros and Cons
IHVV | BBFD | |
|---|---|---|
Pros |
| |
Cons |
|
IHVV | BBFD |
|---|---|
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 |