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Compare IHVV vs. OZR
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 State Street SPDR S&P/ASX 200 Resources ETF (OZR). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
IHVV | OZR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 282 | 44 |
Median incremental investment | $1,541.82 | $789.16 |
Median investment frequency | Monthly | Monthly |
Median total investment | $5,794.25 | $1,661.00 |
Average age group | > 35 | > 35 |
Key Summary
IHVV | OZR | |
|---|---|---|
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. | OZR.AX was created on 2011-04-13 by SPDR. The fund's investment portfolio concentrates primarily on total market equity. The ETF currently has 324.38m in AUM and 59 holdings. The State Street SPDR S&P/ASX 200 Resources ETF seeks to closely track, before fees and expenses, the returns of the S&P/ASX 200 Resources Index. |
Top 3 holdings | ISHARES CORE S&P ETF TRUST (99.40 %) USD/AUD (4.64 %) AUD CASH (0.29 %) | BHP Group Ltd (38.78 %) Rio Tinto Ltd (7.91 %) |
Top 3 industries | Other (99.94 %) Communication Services (0.06 %) | Materials (79.93 %) Energy (17.37 %) Other (2.70 %) |
Top 3 countries | United States (99.47 %) Switzerland (0.25 %) China (0.12 %) | Australia (95.00 %) United States (3.33 %) United Kingdom of Great Britain and Northern Ireland (0.97 %) |
Management fee | 0.1 % | 0.4 % |
Key Summary
IHVV | OZR | |
|---|---|---|
Issuer | iShares | SPDR |
Tracking index | S&P 500 Hedged to AUD Index - AUD | S&P/ASX 200 Resources Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.1 % | 0.4 % |
Price | $65.38 | $16.61 |
Size | $3.974 billion | $280.173 million |
10Y return | 139.48 % | 125.99 % |
Annual distribution yield (5Y) | 1.79 % | 6.99 % |
Market | ASX | ASX |
First listed date | 18/12/2014 | 13/04/2011 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IHVV | OZR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 282 | 44 |
Median incremental investment | $1,541.82 | $789.16 |
Median investment frequency | Monthly | Monthly |
Median total investment | $5,794.25 | $1,661.00 |
Average age group | > 35 | > 35 |
Pros and Cons
IHVV | OZR | |
|---|---|---|
Pros |
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Cons |
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IHVV | OZR |
|---|---|
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 |