Back
Compare AU
Compare IHVV vs. DACE
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 Dimensional Australian Core Equity Trust - Active ETF (DACE). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
IHVV | DACE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 271 | 22 |
Median incremental investment | $1,524.22 | $2,493.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $5,759.04 | $11,202.30 |
Average age group | > 35 | > 35 |
Key Summary
IHVV | DACE | |
|---|---|---|
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. | DACE.AX was created on 2006-07-03 by Dimensional. The fund's investment portfolio concentrates primarily on total market equity. The investment objective of the Fund is to provide long-term capital growth by gaining exposure to a diversified portfolio of securities listed in Australia with increased emphasis on higher expected return securities relative to a Market Capitalisation Weighted portfolio |
Top 3 holdings | ISHARES CORE S&P ETF TRUST (99.40 %) USD/AUD (4.64 %) AUD CASH (0.29 %) | BHP Group Ltd (9.60 %) Commonwealth Bank of Australia (4.43 %) Westpac Banking Corp (3.29 %) |
Top 3 industries | Other (99.94 %) Communication Services (0.06 %) | Financials (40.36 %) Materials (26.23 %) Consumer Discretionary (7.34 %) |
Top 3 countries | United States (99.47 %) Switzerland (0.25 %) China (0.12 %) | Australia (99.58 %) United States (0.39 %) New Zealand (0.02 %) |
Management fee | 0.1 % | 0.28 % |
Key Summary
IHVV | DACE | |
|---|---|---|
Issuer | iShares | Dimensional |
Tracking index | S&P 500 Hedged to AUD Index - AUD | S&P/ASX 300 Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.1 % | 0.28 % |
Price | $68.56 | $18.44 |
Size | $3.952 billion | N/A |
10Y return | 160.74 % | N/A |
Annual distribution yield (5Y) | 5.32 % | 2.64 % |
Market | ASX | ASX |
First listed date | 18/12/2014 | 12/11/2023 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IHVV | DACE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 271 | 22 |
Median incremental investment | $1,524.22 | $2,493.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $5,759.04 | $11,202.30 |
Average age group | > 35 | > 35 |
Pros and Cons
IHVV | DACE | |
|---|---|---|
Pros |
|
|
Cons |
|
|
IHVV | DACE |
|---|---|
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 |