Compare AU

Compare IHVV vs. BNKS

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

iShares S&P 500 Aud Hedged ETF

ASX

Buy

Buy

Overview
Performance

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 Global Banks Currency Hedged ETF (BNKS). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

IHVV

BNKS

Popularity

Low

Low

Pearlers invested

169

16

Median incremental investment

$1,500.00

$1,107.92

Median investment frequency

Monthly

Monthly

Median total investment

$3,109.12

$2,990.61

Average age group

> 35

> 35


Key Summary

IHVV

BNKS

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.

BNKS.AX was created on 2016-07-28 by BetaShares. The fund's investment portfolio concentrates primarily on financials equity. BNKS.AX aims to track the performance of an index (before fees and expenses) that comprises the largest global banks (ex-Australia), hedged into Australian dollars.

Top 3 holdings

Microsoft Corporation (6.95 %)

Apple, Inc. (5.75 %)

NVIDIA Corporation (5.10 %)

BRL - BRAZILIAN REAL (0 %)

AUD - AUSTRALIA DOLLAR (0 %)

CAD - CANADA DOLLAR (0 %)

Top 3 industries

Other (99.94 %)

Communication Services (0.06 %)

Other (84.63 %)

Communication Services (33.49 %)

Financials (12.13 %)

Top 3 countries

United States (94.52 %)

United States (34.16 %)

Canada (15.63 %)

Japan (8.37 %)

Management fee

0.1 %

0.57 %


Key Summary

IHVV

BNKS

Issuer

iShares

BetaShares

Tracking index

S&P 500 Hedged to AUD Index - AUD

Nasdaq Global ex-Australia Banks Hedged AUD Index - AUD

Asset class

ETF

ETF

Management fee

0.1 %

0.57 %

Price

$55.52

$9.09

Size

$2.182 billion

$74.540 million

10Y return

117.21 %

N/A

Annual distribution yield (5Y)

51.08 %

2.35 %

Market

ASX

ASX

First listed date

18/12/2014

01/08/2016

Purchase fee

$6.50

$6.50


Community Stats

IHVV

BNKS

Popularity

Low

Low

Pearlers invested

169

16

Median incremental investment

$1,500.00

$1,107.92

Median investment frequency

Monthly

Monthly

Median total investment

$3,109.12

$2,990.61

Average age group

> 35

> 35


Pros and Cons

IHVV

BNKS

Pros

  • Higher exposure to US market

  • Lower management fee

  • Higher distribution yield

  • Higher price growth

Cons

  • Lower price growth

  • Lower exposure to US market

  • Higher management fee

  • Lower distribution yield

IHVV

BNKS

Higher exposure to US market

Lower exposure to US market

Lower management fee

Higher management fee

Lower price growth

Higher price growth

Higher distribution yield

Lower distribution yield

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