Compare AU

Compare IHVV vs. HQUS

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 S&P 500 Equal Weight Currency Hedged ETF (HQUS). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

IHVV

HQUS

Popularity

Low

Low

Pearlers invested

167

3

Median incremental investment

$1,500.00

$1,020.37

Median investment frequency

Monthly

Monthly

Median total investment

$3,285.12

$1,499.40

Average age group

> 35

> 35


Key Summary

IHVV

HQUS

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.

HQUS.AX was created on 2024-07-10 by BetaShares. The fund's investment portfolio concentrates primarily on large cap equity. HQUS.AX aims to track the performance of the S&P 500 Equal Weight AUD Hedged Index NTR.

Top 3 holdings

Microsoft Corporation (6.95 %)

Apple, Inc. (5.75 %)

NVIDIA Corporation (5.10 %)

CONSTELLATION ENERGY CORP (0.26 %)

GENERAL ELECTRIC CO (0.25 %)

GLOBE LIFE INC (0.25 %)

Top 3 industries

Other (99.94 %)

Communication Services (0.06 %)

Industrials (15.46 %)

Financials (14.55 %)

Information Technology (13.49 %)

Top 3 countries

United States (94.52 %)

Management fee

0.1 %

0.29 %


Key Summary

IHVV

HQUS

Issuer

iShares

BetaShares

Tracking index

S&P 500 Hedged to AUD Index - AUD

S&P 500 Equal Weight AUD Hedged Index - AUD - Benchmark TR Net Hedged

Asset class

ETF

ETF

Management fee

0.1 %

0.29 %

Price

$55.72

$44.10

Size

$2.116 billion

N/A

10Y return

118.49 %

N/A

Annual distribution yield (5Y)

51.08 %

0.09 %

Market

ASX

ASX

First listed date

18/12/2014

11/07/2024

Purchase fee

$6.50

$6.50


Community Stats

IHVV

HQUS

Popularity

Low

Low

Pearlers invested

167

3

Median incremental investment

$1,500.00

$1,020.37

Median investment frequency

Monthly

Monthly

Median total investment

$3,285.12

$1,499.40

Average age group

> 35

> 35


Pros and Cons

IHVV

HQUS

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

HQUS

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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