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Compare IHVV vs. IHWL
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 World Ex Aus Esg (Aud Hed) ETF (IHWL). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
IHVV | IHWL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 203 | 47 |
Median incremental investment | $1,500.00 | $1,493.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,508.48 | $4,479.51 |
Average age group | > 35 | 26 - 35 |
Key Summary
IHVV | IHWL | |
|---|---|---|
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. | IHWL.AX was created on 2016-04-22 by iShares. The fund's investment portfolio concentrates primarily on total market equity. The fund aims to provide investors with the performance of the MSCI World Investable Market AUD Hedged Index, before fees and expenses. The index is designed to measure the AUD hedged performance of global, developed market large-, mid- and small-capitalisation companies. |
Top 3 holdings | Microsoft Corporation (6.95 %) Apple, Inc. (5.75 %) NVIDIA Corporation (5.10 %) | NVIDIA CORP (9.88 %) MICROSOFT CORP (8.59 %) ALPHABET INC CLASS A (2.79 %) |
Top 3 industries | Other (99.94 %) Communication Services (0.06 %) | Information Technology (27.08 %) Financials (16.09 %) Consumer Discretionary (11.34 %) |
Top 3 countries | United States (94.52 %) | United States (74.50 %) Japan (6.43 %) United Kingdom of Great Britain and Northern Ireland (3.39 %) |
Management fee | 0.1 % | 0.19 % |
Key Summary
IHVV | IHWL | |
|---|---|---|
Issuer | iShares | iShares |
Tracking index | S&P 500 Hedged to AUD Index - AUD | MSCI World IMI 100% Hedged to AUD Net Variant |
Asset class | ETF | ETF |
Management fee | 0.1 % | 0.19 % |
Price | $54.75 | $54.07 |
Size | $2.487 billion | $708.146 million |
10Y return | 107.51 % | N/A |
Annual distribution yield (5Y) | 51.08 % | 3.67 % |
Market | ASX | ASX |
First listed date | 18/12/2014 | 28/04/2016 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IHVV | IHWL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 203 | 47 |
Median incremental investment | $1,500.00 | $1,493.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,508.48 | $4,479.51 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
IHVV | IHWL | |
|---|---|---|
Pros |
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Cons |
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IHVV | IHWL |
|---|---|
Higher exposure to US market | Lower exposure to US market |
Lower management fee | Higher management fee |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |