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Compare AU

Compare IHVV vs. JEGA

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, 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 Jpm Global Equity Premium Income Complex ETF (JEGA). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

IHVV

JEGA

Popularity

Low

N/A

Pearlers invested

216

0

Median incremental investment

$1,496.92

$0

Median investment frequency

Monthly

N/A

Median total investment

$3,552.00

$0

Average age group

> 35

N/A

Key Summary

IHVV

JEGA

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.

JEGA.AX was created on 2024-07-30 by JPMorgan. The fund's investment portfolio concentrates primarily on total market equity. The investment objective of the Fund is to provide income and long-term capital growth.

Top 3 holdings

Microsoft Corporation (6.95 %)

Apple, Inc. (5.75 %)

NVIDIA Corporation (5.10 %)

JPM Global Eqy Prm Inc Act UC ETF USDDis (99.48 %)

Top 3 industries

Other (99.94 %)

Communication Services (0.06 %)

Top 3 countries

United States (94.52 %)

Management fee

0.1 %

0 %

Key Summary

IHVV

JEGA

Issuer

iShares

JPMorgan

Tracking index

S&P 500 Hedged to AUD Index - AUD

Asset class

ETF

ETF

Management fee

0.1 %

0 %

Price

$59.20

$50.60

Size

$2.880 billion

$14.307 million

10Y return

146.67 %

N/A

Annual distribution yield (5Y)

5.32 %

3.79 %

Market

ASX

ASX

First listed date

18/12/2014

31/07/2024

Purchase fee

$6.50

$6.50

Community Stats

IHVV

JEGA

Popularity

Low

N/A

Pearlers invested

216

0

Median incremental investment

$1,496.92

$0

Median investment frequency

Monthly

N/A

Median total investment

$3,552.00

$0

Average age group

> 35

N/A

Pros and Cons

IHVV

JEGA

Pros

  • Higher exposure to US market

  • Higher price growth

  • Higher distribution yield

  • Lower management fee

Cons

  • Higher management fee

  • Lower exposure to US market

  • Lower price growth

  • Lower distribution yield

IHVV

JEGA

Higher exposure to US market

Lower exposure to US market

Higher management fee

Lower management fee

Higher price growth

Lower price growth

Higher distribution yield

Lower distribution yield