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Compare IHVV vs. DJRE
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 State Street SPDR Dow Jones Gbl Real Estate Esg Tilted ETF (DJRE). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
IHVV | DJRE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 284 | 129 |
Median incremental investment | $1,532.76 | $1,035.57 |
Median investment frequency | Monthly | Monthly |
Median total investment | $5,899.25 | $4,211.24 |
Average age group | > 35 | > 35 |
Key Summary
IHVV | DJRE | |
|---|---|---|
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. | DJRE.AX was created on 2013-11-01 by State Street . The fund's investment portfolio concentrates primarily on real estate equity. The ETF currently has 544.15m in AUM and 223 holdings. The State Street SPDR Dow Jones Global Real Estate ESG Tilted ETF seeks to closely track, before fees and expenses, the returns of the Dow Jones Global Select ESG Tilted Real Estate Securities Index. |
Top 3 holdings | ISHARES CORE S&P ETF TRUST (99.40 %) USD/AUD (4.64 %) AUD CASH (0.29 %) | Prologis Inc (8.30 %) Welltower Inc (7.72 %) Public Storage (6.72 %) |
Top 3 industries | Other (99.94 %) Communication Services (0.06 %) | Real Estate (100.00 %) Other (5.20 %) |
Top 3 countries | United States (99.47 %) Switzerland (0.25 %) China (0.12 %) | United States (71.31 %) Japan (9.05 %) United Kingdom of Great Britain and Northern Ireland (3.07 %) |
Management fee | 0.1 % | 0.2 % |
Key Summary
IHVV | DJRE | |
|---|---|---|
Issuer | iShares | State Street |
Tracking index | S&P 500 Hedged to AUD Index - AUD | Dow Jones Global Select ESG Tilted Real Estate Securities Index - AUD - Benchmark TR Net |
Asset class | ETF | ETF |
Management fee | 0.1 % | 0.2 % |
Price | $67.42 | $22.52 |
Size | $4.122 billion | $528.782 million |
10Y return | 144.84 % | 1.81 % |
Annual distribution yield (5Y) | 1.79 % | 3.64 % |
Market | ASX | ASX |
First listed date | 18/12/2014 | 04/11/2013 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IHVV | DJRE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 284 | 129 |
Median incremental investment | $1,532.76 | $1,035.57 |
Median investment frequency | Monthly | Monthly |
Median total investment | $5,899.25 | $4,211.24 |
Average age group | > 35 | > 35 |
Pros and Cons
IHVV | DJRE | |
|---|---|---|
Pros |
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Cons |
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IHVV | DJRE |
|---|---|
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 |
Lower distribution yield | Higher distribution yield |