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Compare IHVV vs. IMLC
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 IML Concentrated Aus Share Fund - Active ETF (IMLC). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
IHVV | IMLC | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 284 | 1 |
Median incremental investment | $1,529.62 | $997.50 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $5,971.00 | $2,152.08 |
Average age group | > 35 | 26 - 35 |
Key Summary
IHVV | IMLC | |
|---|---|---|
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. | IMLC.AX was created on 2023-08-01 by IML. The fund's investment portfolio concentrates primarily on total market equity. The Fund aims to outperform the S&P/ASX 300 Accumulation Index (after fees and expenses and before taxes) on a rolling four-year basis. |
Top 3 holdings | ISHARES CORE S&P ETF TRUST (99.40 %) USD/AUD (4.64 %) AUD CASH (0.29 %) | CSL Ltd (9.15 %) The Lottery Corp Ltd (7.43 %) Brambles Ltd (7.09 %) |
Top 3 industries | Other (99.94 %) Communication Services (0.06 %) | |
Top 3 countries | United States (99.47 %) Switzerland (0.25 %) China (0.12 %) | Australia (88.36 %) New Zealand (5.82 %) United States (3.15 %) |
Management fee | 0.1 % | 0.993 % |
Key Summary
IHVV | IMLC | |
|---|---|---|
Issuer | iShares | IML |
Tracking index | S&P 500 Hedged to AUD Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.1 % | 0.993 % |
Price | $68.24 | $3.84 |
Size | $4.170 billion | N/A |
10Y return | 147.61 % | N/A |
Annual distribution yield (5Y) | 1.79 % | 3.49 % |
Market | ASX | ASX |
First listed date | 18/12/2014 | 31/07/2023 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IHVV | IMLC | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 284 | 1 |
Median incremental investment | $1,529.62 | $997.50 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $5,971.00 | $2,152.08 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
IHVV | IMLC | |
|---|---|---|
Pros |
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Cons |
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IHVV | IMLC |
|---|---|
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 |