Compare AU
Compare IHVV vs. HVLU
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 HVLU. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
IHVV | HVLU | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 175 | 1 |
Median incremental investment | $1,500.00 | $10,500.00 |
Median investment frequency | Monthly | Weekly |
Median total investment | $2,840.75 | $20,802.85 |
Average age group | > 35 | > 35 |
Key Summary
IHVV | HVLU | |
|---|---|---|
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. | HVLU.AX was created on 2023-11-07 by VanEck. The fund's investment portfolio concentrates primarily on total market equity. Each Fund aims to provide investment returns before fees and other costs which track the performance of its Reference Index in Australian dollars. |
Top 3 holdings | Microsoft Corporation (6.95 %) Apple, Inc. (5.75 %) NVIDIA Corporation (5.10 %) | VanEck MSCI International Value (Aud Hedged) ETF (100 %) |
Top 3 industries | Other (99.94 %) Communication Services (0.06 %) | |
Top 3 countries | United States (94.52 %) | |
Management fee | 0.1 % | 0.29 % |
Key Summary
IHVV | HVLU | |
|---|---|---|
Issuer | iShares | VanEck |
Tracking index | S&P 500 Hedged to AUD Index - AUD | MSCI World ex Australia Enhanced Value Top 250 Select 100% Hedged to AUD Index - AUD - Benchmark TR Net Hedged |
Asset class | ETF | ETF |
Management fee | 0.1 % | 0.29 % |
Price | $51.30 | $28.15 |
Size | $2.113 billion | $11.317 million |
10Y return | 101.98 % | N/A |
Annual distribution/ dividend yield (5Y) | 51.08 % | 0.78 % |
Market | ASX | ASX |
First listed date | 18/12/2014 | 08/11/2023 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IHVV | HVLU | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 175 | 1 |
Median incremental investment | $1,500.00 | $10,500.00 |
Median investment frequency | Monthly | Weekly |
Median total investment | $2,840.75 | $20,802.85 |
Average age group | > 35 | > 35 |
Pros and Cons
IHVV | HVLU | |
|---|---|---|
Pros |
| |
Cons |
|
IHVV | HVLU |
|---|---|
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 |