Compare AU

Compare IHVV vs. L1IF

Compare shares and ETFs on the ASX that you can trade on Pearler.

S&P US 500 (AUD Hedged)

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 L1IF. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

IHVV

L1IF

Popularity

Low

Low

Pearlers invested

164

1

Median incremental investment

$1,500.00

$30,000.00

Median investment frequency

Monthly

Daily

Median total investment

$3,434.80

$32,147.01

Average age group

> 35

> 35


Key Summary

IHVV

L1IF

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.

L1IF.AX was created on 2023-11-22 by L1 Capital. The fund's investment portfolio concentrates primarily on total market equity. The objective of the Fund is to outperform the Benchmark net of fees and expenses over rolling 5 year periods.

Top 3 holdings

Microsoft Corporation (6.95 %)

Apple, Inc. (5.75 %)

NVIDIA Corporation (5.10 %)

L1 Capital International 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 %

1.2 %


Key Summary

IHVV

L1IF

Issuer

iShares

L1 Capital

Tracking index

S&P 500 Hedged to AUD Index - AUD

Asset class

ETF

ETF

Management fee

0.1 %

1.2 %

Price

$55.73

$6.51

Size

$2.040 billion

N/A

10Y return

N/A

N/A

Annual distribution/β€Šdividend yield (5Y)

51.08 %

0.18 %

Market

ASX

ASX

First listed date

18/12/2014

21/11/2023

Purchase fee

$6.50

$6.50


Community Stats

IHVV

L1IF

Popularity

Low

Low

Pearlers invested

164

1

Median incremental investment

$1,500.00

$30,000.00

Median investment frequency

Monthly

Daily

Median total investment

$3,434.80

$32,147.01

Average age group

> 35

> 35


Pros and Cons

IHVV

L1IF

Pros

  • Higher exposure to US market

  • Lower management fee

  • Higher price growth

  • Higher distribution yield

Cons

  • Lower exposure to US market

  • Higher management fee

  • Lower price growth

  • Lower distribution yield

IHVV

L1IF

Higher exposure to US market

Lower exposure to US market

Lower management fee

Higher management fee

Higher price growth

Lower price growth

Higher distribution yield

Lower distribution yield

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