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Compare IHVV vs. FRAR
Compare shares and ETFs on the ASX that you can trade on Pearler.
Overview
When it comes to investing in the Australian stock market, shares and ETFs are a popular choice. Two options in the ASX are IHVV and FRAR. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
IHVV | FRAR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 206 | 1 |
Median incremental investment | $1,500.00 | $49,739.07 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $3,553.31 | $182,482.01 |
Average age group | > 35 | > 35 |
Key Summary
IHVV | FRAR | |
|---|---|---|
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. | FRAR.AX was created on 2024-04-15 by Franklin. The fund's investment portfolio concentrates primarily on multi-strategy alternatives. The investment objective of the Fund is to provide investors with access to an actively managed portfolio of fixed income strategies with an aim to deliver returns in excess of the Bloomberg AusBond Bank Bill Index, after fees and expenses (but before taxes), over the short to medium term. |
Top 3 holdings | Microsoft Corporation (6.95 %) Apple, Inc. (5.75 %) NVIDIA Corporation (5.10 %) | Franklin Aus Absolute Return Bnd Fund - Active ETF (100 %) |
Top 3 industries | Other (99.94 %) Communication Services (0.06 %) | |
Top 3 countries | United States (94.52 %) | |
Management fee | 0.1 % | 0.5 % |
Key Summary
IHVV | FRAR | |
|---|---|---|
Issuer | iShares | Franklin |
Tracking index | S&P 500 Hedged to AUD Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.1 % | 0.5 % |
Price | $54.76 | $1.035 |
Size | $2.543 billion | N/A |
10Y return | 106.38 % | N/A |
Annual distribution/ dividend yield (5Y) | 51.08 % | 0.42 % |
Market | ASX | ASX |
First listed date | 18/12/2014 | 14/04/2024 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IHVV | FRAR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 206 | 1 |
Median incremental investment | $1,500.00 | $49,739.07 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $3,553.31 | $182,482.01 |
Average age group | > 35 | > 35 |
Pros and Cons
IHVV | FRAR | |
|---|---|---|
Pros |
| |
Cons |
|
IHVV | FRAR |
|---|---|
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 |