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Compare IHVV vs. INIF
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 Intelligent Investor Aus Eq Inc Fund - Active ETF (INIF). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
IHVV | INIF | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 242 | 9 |
Median incremental investment | $1,500.00 | $993.72 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,474.70 | $5,900.00 |
Average age group | > 35 | > 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 | ISHARES CORE S&P ETF TRUST (100.37 %) AUD CASH (0.02 %) USD/AUD (0.00 %) | BHP Group Ltd (8.03 %) Mineral Resources Ltd (5.92 %) Dalrymple Bay Infrastructure Ltd Stapled (Ordinary Share , Unsecured note) (5.32 %) |
Top 3 industries | Other (99.94 %) Communication Services (0.06 %) | Materials (22.37 %) Communication Services (18.23 %) Energy (17.03 %) |
Top 3 countries | United States (99.47 %) Switzerland (0.25 %) China (0.12 %) | Australia (86.74 %) New Zealand (7.69 %) United States (5.57 %) |
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 | $61.72 | $2.95 |
Size | $3.359 billion | $76.647 million |
10Y return | 161.86 % | N/A |
Annual distribution yield (5Y) | 5.32 % | 5.63 % |
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 | 242 | 9 |
Median incremental investment | $1,500.00 | $993.72 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,474.70 | $5,900.00 |
Average age group | > 35 | > 35 |
Pros and Cons
IHVV | INIF | |
|---|---|---|
Pros |
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Cons |
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IHVV | INIF |
|---|---|
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 |