Compare AU

Compare IHVV vs. INIF

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, shares and ETFs are a popular choice. Two options in the ASX are IHVV and INIF. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

IHVV

INIF

Popularity

Low

Low

Pearlers invested

163

10

Median incremental investment

$1,498.73

$993.72

Median investment frequency

Monthly

Monthly

Median total investment

$3,604.90

$7,897.41

Average age group

> 35

26 - 35


Key Summary

IHVV

INIF

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.

INIF.AX was created on 2018-06-18 by Intelligent Investor . The fund's investment portfolio concentrates primarily on total market equity. To achieve a total return of 1% above the S&P/ASX Accumulation Index p.a. and have a distribution yield 2% greater that the Intelligent Investor Growth Fund over rolling five year periods.

Top 3 holdings

Microsoft Corporation (6.95 %)

Apple, Inc. (5.75 %)

NVIDIA Corporation (5.10 %)

Intelligent Investor Aus Equity Income Fund (Managed Fund) (100 %)

Top 3 industries

Other (99.94 %)

Communication Services (0.06 %)

Top 3 countries

United States (94.52 %)

Management fee

0.1 %

0.97 %


Key Summary

IHVV

INIF

Issuer

iShares

Intelligent Investor

Tracking index

S&P 500 Hedged to AUD Index - AUD

Asset class

ETF

ETF

Management fee

0.1 %

0.97 %

Price

$55.54

$2.81

Size

$2.040 billion

$77.824 million

10Y return

N/A

N/A

Annual distribution/ dividend yield (5Y)

51.08 %

6.27 %

Market

ASX

ASX

First listed date

18/12/2014

19/06/2018

Purchase fee

$6.50

$6.50


Community Stats

IHVV

INIF

Popularity

Low

Low

Pearlers invested

163

10

Median incremental investment

$1,498.73

$993.72

Median investment frequency

Monthly

Monthly

Median total investment

$3,604.90

$7,897.41

Average age group

> 35

26 - 35


Pros and Cons

IHVV

INIF

Pros

  • Higher exposure to US market

  • Lower management fee

  • Higher price growth

  • Higher distribution yield

Cons

  • Lower distribution yield

  • Lower exposure to US market

  • Higher management fee

  • Lower price growth

IHVV

INIF

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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