Compare AU
Compare IHVV vs. IESG
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 Core MSCI Australia Esg ETF (IESG). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
IHVV | IESG | |
---|---|---|
Popularity | Low | Low |
Pearlers invested | 169 | 61 |
Median incremental investment | $1,500.00 | $1,920.33 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,103.52 | $5,901.78 |
Average age group | > 35 | 26 - 35 |
Key Summary
IHVV | IESG | |
---|---|---|
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. | IESG.AX was created on 2021-06-02 by iShares. The fund's investment portfolio concentrates primarily on total market equity. The ETF currently has 305.85m in AUM and 86 holdings. The Fund aims to provide investors with the performance of an index, before fees and expenses. The objective of the Fund is to provide exposure to large, mid and small cap segments of the Australian market with better sustainability credentials relative to their sector peers |
Top 3 holdings | Microsoft Corporation (6.95 %) Apple, Inc. (5.75 %) NVIDIA Corporation (5.10 %) | COMMONWEALTH BANK OF AUSTRALIA (13.26 %) CSL LTD (9.40 %) MACQUARIE GROUP LTD DEF (8.18 %) |
Top 3 industries | Other (99.94 %) Communication Services (0.06 %) | Financials (30.76 %) Materials (17.60 %) Health Care (11.75 %) |
Top 3 countries | United States (94.52 %) | Australia (95.54 %) New Zealand (2.29 %) United States (2.18 %) |
Management fee | 0.1 % | 0.01 % |
Key Summary
IHVV | IESG | |
---|---|---|
Issuer | iShares | iShares |
Tracking index | S&P 500 Hedged to AUD Index - AUD | MSCI Australia IMI Custom ESG Leaders Index - AUD - Benchmark TR Gross |
Asset class | ETF | ETF |
Management fee | 0.1 % | 0.01 % |
Price | $55.42 | $31.73 |
Size | $2.182 billion | $315.796 million |
10Y return | 116.23 % | N/A |
Annual distribution yield (5Y) | 51.08 % | 2.42 % |
Market | ASX | ASX |
First listed date | 18/12/2014 | 03/06/2021 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IHVV | IESG | |
---|---|---|
Popularity | Low | Low |
Pearlers invested | 169 | 61 |
Median incremental investment | $1,500.00 | $1,920.33 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,103.52 | $5,901.78 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
IHVV | IESG | |
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Pros |
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Cons |
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IHVV | IESG |
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Lower exposure to AU market | Higher exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |