Compare AU

Compare IHVV vs. IESG

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 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

Pros

  • Higher exposure to US market

  • Higher price growth

  • Higher distribution yield

  • Higher exposure to AU market

  • Lower management fee

Cons

  • Lower exposure to AU market

  • Higher management fee

  • Lower exposure to US market

  • Lower price growth

  • Lower distribution yield

IHVV

IESG

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

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