Compare AU
Compare IHVV vs. GMVW
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 GMVW. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
IHVV | GMVW | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 175 | 4 |
Median incremental investment | $1,502.95 | $2,618.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,817.65 | $8,340.03 |
Average age group | > 35 | 26 - 35 |
Key Summary
IHVV | GMVW | |
|---|---|---|
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. | GMVW.AX was created on 2024-02-27 by VanEck. The fund's investment portfolio concentrates primarily on large cap equity. The Fund has a target gearing ratio of 45% to 60%. The gearing ratio may change due to factors such as market movements, applications, redemptions, borrowing costs, expected dividends or changes to the amount borrowed and any restrictions in borrowing agreements. |
Top 3 holdings | Microsoft Corporation (6.95 %) Apple, Inc. (5.75 %) NVIDIA Corporation (5.10 %) | VanEck Geared Aust. Equal Weight Fund (Hedge Fund) (100 %) |
Top 3 industries | Other (99.94 %) Communication Services (0.06 %) | |
Top 3 countries | United States (94.52 %) | |
Management fee | 0.1 % | 0.35 % |
Key Summary
IHVV | GMVW | |
|---|---|---|
Issuer | iShares | VanEck |
Tracking index | S&P 500 Hedged to AUD Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.1 % | 0.35 % |
Price | $51.23 | $35.19 |
Size | $2.113 billion | $15.375 million |
10Y return | 99.25 % | N/A |
Annual distribution/ dividend yield (5Y) | 51.08 % | 1.51 % |
Market | ASX | ASX |
First listed date | 18/12/2014 | 28/02/2024 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IHVV | GMVW | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 175 | 4 |
Median incremental investment | $1,502.95 | $2,618.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,817.65 | $8,340.03 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
IHVV | GMVW | |
|---|---|---|
Pros |
| |
Cons |
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IHVV | GMVW |
|---|---|
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 |