Compare AU

Compare IHVV vs. HEUR

Compare shares and ETFs on the ASX that you can trade on Pearler.

iShares S&P 500 Aud Hedged ETF

ASX

Buy

Buy

Overview
Performance

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 Europe Currency Hedged ETF (HEUR). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

IHVV

HEUR

Popularity

Low

Low

Pearlers invested

169

13

Median incremental investment

$1,500.00

$1,226.66

Median investment frequency

Monthly

Monthly

Median total investment

$3,144.96

$3,990.90

Average age group

> 35

26 - 35


Key Summary

IHVV

HEUR

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.

HEUR.AX was created on 2016-05-10 by BetaShares. The fund's investment portfolio concentrates primarily on total market equity. The fund aims to track the performance of an index (before fees and expenses) that provides diversified exposure to the largest globally competitive Eurozone companies, hedged into Australian dollars.

Top 3 holdings

Microsoft Corporation (6.95 %)

Apple, Inc. (5.75 %)

NVIDIA Corporation (5.10 %)

ASML HOLDING NV (6.52 %)

SAP SE (6.32 %)

LVMH MOET HENNESSY LOUIS VUITT (3.99 %)

Top 3 industries

Other (99.94 %)

Communication Services (0.06 %)

Other (99.62 %)

Financials (4.65 %)

Consumer Staples (3.10 %)

Top 3 countries

United States (94.52 %)

France (31.14 %)

Germany (29.68 %)

Netherlands (15.99 %)

Management fee

0.1 %

0.56 %


Key Summary

IHVV

HEUR

Issuer

iShares

BetaShares

Tracking index

S&P 500 Hedged to AUD Index - AUD

S&P Eurozone Exporters AUD Hedged Index - AUD

Asset class

ETF

ETF

Management fee

0.1 %

0.56 %

Price

$56.17

$15.97

Size

$2.171 billion

$47.006 million

10Y return

116.48 %

N/A

Annual distribution yield (5Y)

51.08 %

5.86 %

Market

ASX

ASX

First listed date

18/12/2014

12/05/2016

Purchase fee

$6.50

$6.50


Community Stats

IHVV

HEUR

Popularity

Low

Low

Pearlers invested

169

13

Median incremental investment

$1,500.00

$1,226.66

Median investment frequency

Monthly

Monthly

Median total investment

$3,144.96

$3,990.90

Average age group

> 35

26 - 35


Pros and Cons

IHVV

HEUR

Pros

  • Higher exposure to US market

  • Lower management fee

  • Higher price growth

  • Higher distribution yield

Cons

  • Lower exposure to US market

  • Higher management fee

  • Lower price growth

  • Lower distribution yield

IHVV

HEUR

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

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