Compare AU
Compare IHVV vs. HGBL
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 S&P US 500 (AUD Hedged) (IHVV) and the BetaShares Global Shares ETF - Currency Hedged (HGBL). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
IHVV | HGBL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 164 | 59 |
Median incremental investment | $1,498.73 | $3,998.73 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,447.20 | $16,465.12 |
Average age group | > 35 | 26 - 35 |
Key Summary
IHVV | HGBL | |
|---|---|---|
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. | HGBL.AX was created on 2023-05-16 by BetaShares. The fund's investment portfolio concentrates primarily on total market equity. The investment objective of each Fund is to provide an investment return, before fees and expenses, that aims to track the performance of the relevant Index. |
Top 3 holdings | Microsoft Corporation (6.95 %) Apple, Inc. (5.75 %) NVIDIA Corporation (5.10 %) | Betashares Global Shares ETF (100.00 %) |
Top 3 industries | Other (99.94 %) Communication Services (0.06 %) | Other (29.91 %) Information Technology (23.98 %) Health Care (8.49 %) |
Top 3 countries | United States (94.52 %) | United States (71.69 %) Japan (6.93 %) United Kingdom of Great Britain and Northern Ireland (3.99 %) |
Management fee | 0.1 % | 0.11 % |
Key Summary
IHVV | HGBL | |
|---|---|---|
Issuer | iShares | BetaShares |
Tracking index | S&P 500 Hedged to AUD Index - AUD | Solactive GBS Developed Markets ex Australia Large & Mid Cap Index - AUD - Benchmark TR Net |
Asset class | ETF | ETF |
Management fee | 0.1 % | 0.11 % |
Price | $55.60 | $68.32 |
Size | $2.127 billion | $1.101 billion |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 51.08 % | 0.43 % |
Market | ASX | ASX |
First listed date | 18/12/2014 | 17/05/2023 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IHVV | HGBL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 164 | 59 |
Median incremental investment | $1,498.73 | $3,998.73 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,447.20 | $16,465.12 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
IHVV | HGBL | |
|---|---|---|
Pros |
| |
Cons |
|
IHVV | HGBL |
|---|---|
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 |