Compare AU
Compare IHVV vs. QPON
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 BetaShares Australian Bank Senior Floating Rate Bond ETF (QPON). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
IHVV | QPON | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 175 | 12 |
Median incremental investment | $1,500.00 | $4,056.75 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,840.75 | $2,423.58 |
Average age group | > 35 | > 35 |
Key Summary
IHVV | QPON | |
|---|---|---|
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. | QPON.AX was created on 2017-06-01 by BetaShares. The fund's investment portfolio concentrates primarily on high yield fixed income. The ETF currently has 1624.14m in AUM and 13 holdings. QPON.AX aims to track the performance of an index (before fees and expenses) that measures the performance of a portfolio of some of the largest and most liquid senior floating rate bonds issued by Australian banks. |
Top 3 holdings | Microsoft Corporation (6.95 %) Apple, Inc. (5.75 %) NVIDIA Corporation (5.10 %) | AUSTRALIA & NEW ZEALAND BANKING GROUP LTD FRN FEB-30 (10.75 %) NATIONAL AUSTRALIA BANK LTD FRN NOV-29 (10.22 %) WESTPAC BANKING CORP FRN JAN-30 (10.21 %) |
Top 3 industries | Other (99.94 %) Communication Services (0.06 %) | Other (96.47 %) Communication Services (3.53 %) |
Top 3 countries | United States (94.52 %) | |
Management fee | 0.1 % | 0.22 % |
Key Summary
IHVV | QPON | |
|---|---|---|
Issuer | iShares | BetaShares |
Tracking index | S&P 500 Hedged to AUD Index - AUD | Solactive Australian Bank Senior Floating Rate Bond Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.1 % | 0.22 % |
Price | $51.30 | $26.06 |
Size | $2.113 billion | $1.628 billion |
10Y return | 101.98 % | N/A |
Annual distribution yield (5Y) | 51.08 % | 2.81 % |
Market | ASX | ASX |
First listed date | 18/12/2014 | 06/06/2017 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IHVV | QPON | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 175 | 12 |
Median incremental investment | $1,500.00 | $4,056.75 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,840.75 | $2,423.58 |
Average age group | > 35 | > 35 |
Pros and Cons
IHVV | QPON | |
|---|---|---|
Pros |
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Cons |
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IHVV | QPON |
|---|---|
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 |