Compare AU

Compare IHVV vs. BBFD

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 BBFD. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

IHVV

BBFD

Popularity

Low

N/A

Pearlers invested

164

0

Median incremental investment

$1,498.73

$0

Median investment frequency

Monthly

N/A

Median total investment

$3,447.20

$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 %)

BetaShares Geared Short Us Tr Bond Ch (Hedge Fund) (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

BBFD

Issuer

iShares

Tracking index

S&P 500 Hedged to AUD Index - AUD

Asset class

ETF

Stock

Management fee

0.1 %

0 %

Price

$55.60

$18.98

Size

$2.040 billion

N/A

10Y return

N/A

N/A

Annual distribution/β€Šdividend 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

164

0

Median incremental investment

$1,498.73

$0

Median investment frequency

Monthly

N/A

Median total investment

$3,447.20

$0

Average age group

> 35

N/A


Pros and Cons

IHVV

BBFD

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

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

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