Compare AU

Compare IHVV vs. IHD

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 S&P/ASX Div Opportunities Esg Screened ETF (IHD). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

IHVV

IHD

Popularity

Low

Low

Pearlers invested

163

27

Median incremental investment

$1,498.73

$644.56

Median investment frequency

Monthly

Monthly

Median total investment

$3,604.90

$1,363.44

Average age group

> 35

> 35


Key Summary

IHVV

IHD

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.

IHD.AX was created on 2010-12-06 by iShares. The fund's investment portfolio concentrates primarily on high dividend yield equity. The ETF currently has 305.98m in AUM and 51 holdings. The Fund aims to provide investors with the performance of an index, before fees and expenses. The index is designed to measure the performance of 50 ASX listed stocks that offer high dividend yields while meeting diversification, profitability and tradability requirements as well as being screened for sustainability considerations

Top 3 holdings

Microsoft Corporation (6.95 %)

Apple, Inc. (5.75 %)

NVIDIA Corporation (5.10 %)

RIO TINTO LTD (9.87 %)

FORTESCUE LTD (8.72 %)

WESTPAC BANKING CORPORATION CORP (8.18 %)

Top 3 industries

Other (99.94 %)

Communication Services (0.06 %)

Financials (42.51 %)

Materials (22.84 %)

Industrials (13.44 %)

Top 3 countries

United States (94.52 %)

Australia (99.25 %)

New Zealand (0.75 %)

Management fee

0.1 %

0.23 %


Key Summary

IHVV

IHD

Issuer

iShares

iShares

Tracking index

S&P 500 Hedged to AUD Index - AUD

S&P/ASX Dividend Opportunities Index - AUD

Asset class

ETF

ETF

Management fee

0.1 %

0.23 %

Price

$55.54

$14.79

Size

$2.040 billion

$313.421 million

10Y return

N/A

1.37 %

Annual distribution yield (5Y)

51.08 %

7.42 %

Market

ASX

ASX

First listed date

18/12/2014

09/12/2010

Purchase fee

$6.50

$6.50


Community Stats

IHVV

IHD

Popularity

Low

Low

Pearlers invested

163

27

Median incremental investment

$1,498.73

$644.56

Median investment frequency

Monthly

Monthly

Median total investment

$3,604.90

$1,363.44

Average age group

> 35

> 35


Pros and Cons

IHVV

IHD

Pros

  • Higher exposure to US market

  • Lower management fee

  • Higher price growth

  • Higher exposure to AU market

  • Higher distribution yield

Cons

  • Lower exposure to AU market

  • Lower distribution yield

  • Lower exposure to US market

  • Higher management fee

  • Lower price growth

IHVV

IHD

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

Lower distribution yield

Higher distribution yield

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