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Compare IHVV vs. IBAL
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 iShares S&P 500 Aud Hedged ETF (IHVV) and the iShares Balanced Esg ETF (IBAL). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
IHVV | IBAL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 216 | 1 |
Median incremental investment | $1,496.92 | $993.50 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $3,552.00 | $999.24 |
Average age group | > 35 | > 35 |
Key Summary
IHVV | IBAL | |
|---|---|---|
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. | IBAL.AX was created on 2022-08-15 by iShares. The fund's investment portfolio concentrates primarily on target outcome asset allocation. The Fund aims to provide investors with the performance of the various indices of the Underlying Funds in which the Fund invests, in proportion to a Balanced long term Strategic Asset Allocation . |
Top 3 holdings | Microsoft Corporation (6.95 %) Apple, Inc. (5.75 %) NVIDIA Corporation (5.10 %) | iShares Core MSCI Wld Ex Aus ESG ETF (23.85 %) iShares Treasury ETF (16.53 %) iShares Core MSCI Australia ESG ETF (15.74 %) |
Top 3 industries | Other (99.94 %) Communication Services (0.06 %) | Other (99.97 %) Communication Services (0.03 %) |
Top 3 countries | United States (94.52 %) | United States (47.38 %) Australia (36.02 %) Japan (3.94 %) |
Management fee | 0.1 % | 0.22 % |
Key Summary
IHVV | IBAL | |
|---|---|---|
Issuer | iShares | iShares |
Tracking index | S&P 500 Hedged to AUD Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.1 % | 0.22 % |
Price | $59.20 | $30.28 |
Size | $2.880 billion | $21.184 million |
10Y return | 141.60 % | N/A |
Annual distribution yield (5Y) | 5.32 % | 2.39 % |
Market | ASX | ASX |
First listed date | 18/12/2014 | 16/08/2022 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IHVV | IBAL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 216 | 1 |
Median incremental investment | $1,496.92 | $993.50 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $3,552.00 | $999.24 |
Average age group | > 35 | > 35 |
Pros and Cons
IHVV | IBAL | |
|---|---|---|
Pros |
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Cons |
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IHVV | IBAL |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
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 |