Compare AU

Compare IHVV vs. MHOT

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 VanEck Morningstar Wide Moat (Aud Hedged) ETF (MHOT). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

IHVV

MHOT

Popularity

Low

Low

Pearlers invested

169

2

Median incremental investment

$1,500.00

$2,553.00

Median investment frequency

Monthly

Fortnightly

Median total investment

$3,144.96

$6,252.78

Average age group

> 35

> 35


Key Summary

IHVV

MHOT

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.

MHOT.AX was created on 2023-11-07 by VanEck. The fund's investment portfolio concentrates primarily on total market equity. MHOT.AX gives investors exposure to a diversified portfolio of attractively priced US companies with sustainable competitive advantages according to Morningstars equity research team. MHOT.AX aims to provide investment returns before fees and other costs which track the performance of the Index with returns hedged into Australian dollars.

Top 3 holdings

Microsoft Corporation (6.95 %)

Apple, Inc. (5.75 %)

NVIDIA Corporation (5.10 %)

Gilead Sciences Inc (3.07 %)

Boeing Co (2.90 %)

The Walt Disney Co (2.80 %)

Top 3 industries

Other (99.94 %)

Communication Services (0.06 %)

Other (80.34 %)

Health Care (10.72 %)

Communication Services (4.56 %)

Top 3 countries

United States (94.52 %)

United States (98.74 %)

Netherlands (1.26 %)

Management fee

0.1 %

0.52 %


Key Summary

IHVV

MHOT

Issuer

iShares

VanEck

Tracking index

S&P 500 Hedged to AUD Index - AUD

Morningstar Wide Moat Focus Index - AUD - Benchmark TR Net Hedged

Asset class

ETF

ETF

Management fee

0.1 %

0.52 %

Price

$56.16

$135.93

Size

$2.171 billion

$57.071 million

10Y return

116.09 %

N/A

Annual distribution yield (5Y)

51.08 %

0.11 %

Market

ASX

ASX

First listed date

18/12/2014

08/11/2023

Purchase fee

$6.50

$6.50


Community Stats

IHVV

MHOT

Popularity

Low

Low

Pearlers invested

169

2

Median incremental investment

$1,500.00

$2,553.00

Median investment frequency

Monthly

Fortnightly

Median total investment

$3,144.96

$6,252.78

Average age group

> 35

> 35


Pros and Cons

IHVV

MHOT

Pros

  • Lower management fee

  • Higher price growth

  • Higher distribution yield

  • Higher exposure to US market

Cons

  • Lower exposure to US market

  • Higher management fee

  • Lower price growth

  • Lower distribution yield

IHVV

MHOT

Lower exposure to US market

Higher 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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