Compare AU
Compare IHVV vs. QRE
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 Resources Sector ETF (QRE). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
IHVV | QRE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 169 | 85 |
Median incremental investment | $1,500.00 | $993.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,114.72 | $1,825.22 |
Average age group | > 35 | > 35 |
Key Summary
IHVV | QRE | |
|---|---|---|
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. | QRE.AX was created on 2010-12-10 by BetaShares. The fund's investment portfolio concentrates primarily on theme equity. The ETF currently has 273.22m in AUM and 46 holdings. QRE.AX aims to track the performance an index (before fees and expenses) comprising the largest ASX-listed companies in the resources sector, including BHP, Rio Tinto, Woodside Petroleum and more. |
Top 3 holdings | Microsoft Corporation (6.95 %) Apple, Inc. (5.75 %) NVIDIA Corporation (5.10 %) | S&P/ASX 200 R IDX MAR25 (0 %) BHP GROUP LTD (38.72 %) WOODSIDE ENERGY GROUP LTD (9.42 %) |
Top 3 industries | Other (99.94 %) Communication Services (0.06 %) | Materials (76.91 %) Energy (19.69 %) Other (3.40 %) |
Top 3 countries | United States (94.52 %) | Australia (97.20 %) United States (2.39 %) China (0.41 %) |
Management fee | 0.1 % | 0.34 % |
Key Summary
IHVV | QRE | |
|---|---|---|
Issuer | iShares | BetaShares |
Tracking index | S&P 500 Hedged to AUD Index - AUD | Solactive Australia Resources Sector Index - AUD - Benchmark TR Gross |
Asset class | ETF | ETF |
Management fee | 0.1 % | 0.34 % |
Price | $55.62 | $6.94 |
Size | $2.182 billion | $280.242 million |
10Y return | 115.35 % | 42.21 % |
Annual distribution yield (5Y) | 51.08 % | 9.10 % |
Market | ASX | ASX |
First listed date | 18/12/2014 | 15/12/2010 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IHVV | QRE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 169 | 85 |
Median incremental investment | $1,500.00 | $993.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,114.72 | $1,825.22 |
Average age group | > 35 | > 35 |
Pros and Cons
IHVV | QRE | |
|---|---|---|
Pros |
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Cons |
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IHVV | QRE |
|---|---|
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 |