Compare AU
Compare IHVV vs. IJH
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 S&P Mid-Cap ETF (IJH). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
IHVV | IJH | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 175 | 38 |
Median incremental investment | $1,502.95 | $1,400.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,821.50 | $3,592.90 |
Average age group | > 35 | > 35 |
Key Summary
IHVV | IJH | |
|---|---|---|
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. | IJH.AX was created on 2000-05-22 by iShares. The fund's investment portfolio concentrates primarily on mid cap equity. 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 midcapitalisation US equities. |
Top 3 holdings | Microsoft Corporation (6.95 %) Apple, Inc. (5.75 %) NVIDIA Corporation (5.10 %) | USD CASH (0.01 %) AUD CASH (-0.00 %) |
Top 3 industries | Other (99.94 %) Communication Services (0.06 %) | Other (99.67 %) Communication Services (0.00 %) |
Top 3 countries | United States (94.52 %) | United States (98.41 %) United Kingdom of Great Britain and Northern Ireland (0.60 %) Canada (0.54 %) |
Management fee | 0.1 % | 0.07 % |
Key Summary
IHVV | IJH | |
|---|---|---|
Issuer | iShares | iShares |
Tracking index | S&P 500 Hedged to AUD Index - AUD | S&P MidCap 400 Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.1 % | 0.07 % |
Price | $51.23 | $45.87 |
Size | $2.113 billion | $456.849 million |
10Y return | 99.25 % | 134.89 % |
Annual distribution yield (5Y) | 51.08 % | 7.60 % |
Market | ASX | ASX |
First listed date | 18/12/2014 | 10/10/2007 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IHVV | IJH | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 175 | 38 |
Median incremental investment | $1,502.95 | $1,400.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,821.50 | $3,592.90 |
Average age group | > 35 | > 35 |
Pros and Cons
IHVV | IJH | |
|---|---|---|
Pros |
| |
Cons |
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IHVV | IJH |
|---|---|
Lower exposure to US market | Higher exposure to US market |
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |