Compare AU

Compare IHVV vs. MVR

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 Australian Resources ETF (MVR). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

IHVV

MVR

Popularity

Low

Low

Pearlers invested

170

95

Median incremental investment

$1,500.00

$942.34

Median investment frequency

Monthly

Monthly

Median total investment

$3,147.62

$1,888.98

Average age group

> 35

> 35


Key Summary

IHVV

MVR

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.

MVR.AX was created on 2013-10-14 by VanEck. The fund's investment portfolio concentrates primarily on theme equity. MVR.AX gives investors exposure to a diversified portfolio of ASX-listed securities with the aim of providing investment returns before fees and other costs which track the performance of the Index.

Top 3 holdings

Microsoft Corporation (6.95 %)

Apple, Inc. (5.75 %)

NVIDIA Corporation (5.10 %)

Fortescue Ltd (7.58 %)

BHP Group Ltd (7.48 %)

Woodside Energy Group Ltd (7.19 %)

Top 3 industries

Other (99.94 %)

Communication Services (0.06 %)

Materials (52.37 %)

Energy (23.18 %)

Utilities (9.04 %)

Top 3 countries

United States (94.52 %)

Australia (95.51 %)

United States (4.49 %)

Management fee

0.1 %

0.35 %


Key Summary

IHVV

MVR

Issuer

iShares

VanEck

Tracking index

S&P 500 Hedged to AUD Index - AUD

MVIS Australia Energy & Mining Index - AUD

Asset class

ETF

ETF

Management fee

0.1 %

0.35 %

Price

$55.71

$33.14

Size

$2.116 billion

$410.953 million

10Y return

118.45 %

78.65 %

Annual distribution yield (5Y)

51.08 %

6.06 %

Market

ASX

ASX

First listed date

18/12/2014

16/10/2013

Purchase fee

$6.50

$6.50


Community Stats

IHVV

MVR

Popularity

Low

Low

Pearlers invested

170

95

Median incremental investment

$1,500.00

$942.34

Median investment frequency

Monthly

Monthly

Median total investment

$3,147.62

$1,888.98

Average age group

> 35

> 35


Pros and Cons

IHVV

MVR

Pros

  • Higher exposure to US market

  • Lower management fee

  • Higher price growth

  • Higher exposure to AU market

  • Higher distribution yield

Cons

  • Lower exposure to AU market

  • Lower distribution yield

  • Lower exposure to US market

  • Higher management fee

  • Lower price growth

IHVV

MVR

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

Lower distribution yield

Higher distribution yield

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