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Compare IHVV vs. DGGF
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 Ethical Diversified Growth ETF (DGGF). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
IHVV | DGGF | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 215 | 25 |
Median incremental investment | $1,496.92 | $993.50 |
Median investment frequency | Monthly | Quarterly |
Median total investment | $3,705.03 | $3,817.34 |
Average age group | > 35 | 26 - 35 |
Key Summary
IHVV | DGGF | |
|---|---|---|
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. | DGGF.AX was created on 2019-12-05 by BetaShares. The fund's investment portfolio concentrates primarily on target risk asset allocation. The Fund will aim to: provide investors with a broadly diversified portfolio consistent with a growth risk-return profile, comprising investments selected according to ethical investment considerations |
Top 3 holdings | Microsoft Corporation (6.95 %) Apple, Inc. (5.75 %) NVIDIA Corporation (5.10 %) | BETASHARES AUSTRALIAN SUSTAINA (29.30 %) BETASHARES GLOBAL SUSTAINABILI (28.33 %) BETASHARES ETHICAL AUSTRALIAN (17.98 %) |
Top 3 industries | Other (99.94 %) Communication Services (0.06 %) | Other (99.70 %) Communication Services (0.30 %) |
Top 3 countries | United States (94.52 %) | United States (49.43 %) Australia (33.86 %) Japan (4.93 %) |
Management fee | 0.1 % | 0.26 % |
Key Summary
IHVV | DGGF | |
|---|---|---|
Issuer | iShares | BetaShares |
Tracking index | S&P 500 Hedged to AUD Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.1 % | 0.26 % |
Price | $59.08 | $29.21 |
Size | $2.788 billion | $52.405 million |
10Y return | 128.04 % | N/A |
Annual distribution yield (5Y) | 5.32 % | 3.91 % |
Market | ASX | ASX |
First listed date | 18/12/2014 | 09/12/2019 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IHVV | DGGF | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 215 | 25 |
Median incremental investment | $1,496.92 | $993.50 |
Median investment frequency | Monthly | Quarterly |
Median total investment | $3,705.03 | $3,817.34 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
IHVV | DGGF | |
|---|---|---|
Pros |
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Cons |
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IHVV | DGGF |
|---|---|
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 |