Compare AU
Compare IHVV vs. BSUB
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 Aus Major Bank Subordinated Debt ETF (BSUB). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
IHVV | BSUB | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 175 | 8 |
Median incremental investment | $1,502.95 | $5,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,817.65 | $3,051.60 |
Average age group | > 35 | > 35 |
Key Summary
IHVV | BSUB | |
|---|---|---|
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. | BSUB.AX was created on 2024-05-06 by BetaShares. The fund's investment portfolio concentrates primarily on investment grade fixed income. The ETF currently has 226.48m in AUM and 14 holdings. The investment objective of the Fund is to provide an investment return that aims to track the performance of the Solactive Australian Major Bank Subordinated FRN Index (the Index), before taking into account fees and expenses. |
Top 3 holdings | Microsoft Corporation (6.95 %) Apple, Inc. (5.75 %) NVIDIA Corporation (5.10 %) | AUSTRALIA & NEW ZEALAND BANKING GROUP LTD 5.8784% JAN-35 (12.63 %) COMMONWEALTH BANK OF AUSTRALIA 5.4673% AUG-31 (12.27 %) NATIONAL AUSTRALIA BANK LTD 6.1891% NOV-31 (10.66 %) |
Top 3 industries | Other (99.94 %) Communication Services (0.06 %) | |
Top 3 countries | United States (94.52 %) | |
Management fee | 0.1 % | 0.29 % |
Key Summary
IHVV | BSUB | |
|---|---|---|
Issuer | iShares | BetaShares |
Tracking index | S&P 500 Hedged to AUD Index - AUD | Solactive Australian Major Bank Subordinated FRN Index - AUD - Benchmark TR Gross |
Asset class | ETF | ETF |
Management fee | 0.1 % | 0.29 % |
Price | $51.12 | $25.43 |
Size | $2.113 billion | $229.326 million |
10Y return | 98.83 % | N/A |
Annual distribution yield (5Y) | 51.08 % | 0.81 % |
Market | ASX | ASX |
First listed date | 18/12/2014 | 07/05/2024 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IHVV | BSUB | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 175 | 8 |
Median incremental investment | $1,502.95 | $5,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,817.65 | $3,051.60 |
Average age group | > 35 | > 35 |
Pros and Cons
IHVV | BSUB | |
|---|---|---|
Pros |
| |
Cons |
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IHVV | BSUB |
|---|---|
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 |