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Compare IHVV vs. MVE
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 VanEck S&P/ASX Midcap ETF (MVE). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
IHVV | MVE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 204 | 40 |
Median incremental investment | $1,502.95 | $726.63 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,566.85 | $3,285.59 |
Average age group | > 35 | > 35 |
Key Summary
IHVV | MVE | |
|---|---|---|
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. | MVE.AX was created on 2013-10-14 by VanEck. The fund's investment portfolio concentrates primarily on mid cap equity. The Fund is designed to capture the performance of the 50 midcap companies listed on ASX having Market Capitalisation ranking from 51 to 100. |
Top 3 holdings | Microsoft Corporation (6.95 %) Apple, Inc. (5.75 %) NVIDIA Corporation (5.10 %) | Evolution Mining Ltd (5.62 %) REA Group Ltd (4.19 %) JB Hi Fi Ltd (3.82 %) |
Top 3 industries | Other (99.94 %) Communication Services (0.06 %) | Materials (24.52 %) Consumer Discretionary (20.07 %) Information Technology (19.03 %) |
Top 3 countries | United States (94.52 %) | Australia (94.11 %) New Zealand (3.28 %) United States (2.61 %) |
Management fee | 0.1 % | 0.45 % |
Key Summary
IHVV | MVE | |
|---|---|---|
Issuer | iShares | VanEck |
Tracking index | S&P 500 Hedged to AUD Index - AUD | S&P/ASX Midcap 50 Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.1 % | 0.45 % |
Price | $55.22 | $42.50 |
Size | $2.528 billion | $379.248 million |
10Y return | 108.68 % | 94.33 % |
Annual distribution yield (5Y) | 51.08 % | 3.48 % |
Market | ASX | ASX |
First listed date | 18/12/2014 | 16/10/2013 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IHVV | MVE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 204 | 40 |
Median incremental investment | $1,502.95 | $726.63 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,566.85 | $3,285.59 |
Average age group | > 35 | > 35 |
Pros and Cons
IHVV | MVE | |
|---|---|---|
Pros |
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Cons |
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IHVV | MVE |
|---|---|
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 |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |