Compare AU

Compare IHVV vs. MICH

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 Magellan Infra Fund (Currency Hedged) - Active ETF (MICH). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

IHVV

MICH

Popularity

Low

Low

Pearlers invested

169

13

Median incremental investment

$1,500.00

$1,143.63

Median investment frequency

Monthly

Monthly

Median total investment

$3,115.84

$1,491.84

Average age group

> 35

> 35


Key Summary

IHVV

MICH

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.

MICH.AX was created on 2016-07-19 by Magellan. The fund's investment portfolio concentrates primarily on theme equity. To achieve attractive risk adjusted returns over the medium to long-term, While reducing the risk of permanent capital loss

Top 3 holdings

Microsoft Corporation (6.95 %)

Apple, Inc. (5.75 %)

NVIDIA Corporation (5.10 %)

Aena SME SA (7.13 %)

Ferrovial SE (6.81 %)

Vinci SA (5.79 %)

Top 3 industries

Other (99.94 %)

Communication Services (0.06 %)

Industrials (54.76 %)

Utilities (45.24 %)

Other (7.90 %)

Top 3 countries

United States (94.52 %)

United States (38.21 %)

Spain (15.62 %)

United Kingdom of Great Britain and Northern Ireland (14.04 %)

Management fee

0.1 %

1.05 %


Key Summary

IHVV

MICH

Issuer

iShares

Magellan

Tracking index

S&P 500 Hedged to AUD Index - AUD

S&P Global Infrastructure Hedged to USD Index

Asset class

ETF

ETF

Management fee

0.1 %

1.05 %

Price

$56.16

$2.90

Size

$2.182 billion

N/A

10Y return

117.44 %

N/A

Annual distribution yield (5Y)

51.08 %

4.23 %

Market

ASX

ASX

First listed date

18/12/2014

22/07/2016

Purchase fee

$6.50

$6.50


Community Stats

IHVV

MICH

Popularity

Low

Low

Pearlers invested

169

13

Median incremental investment

$1,500.00

$1,143.63

Median investment frequency

Monthly

Monthly

Median total investment

$3,115.84

$1,491.84

Average age group

> 35

> 35


Pros and Cons

IHVV

MICH

Pros

  • Higher exposure to US market

  • Lower management fee

  • Higher price growth

  • Higher distribution yield

  • Higher exposure to AU market

Cons

  • Lower exposure to AU market

  • Lower exposure to US market

  • Higher management fee

  • Lower price growth

  • Lower distribution yield

IHVV

MICH

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

Higher distribution yield

Lower distribution yield

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