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Compare IHVV vs. R3AL
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 Martin Currie Real Income Fund - Active ETF (R3AL). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
IHVV | R3AL | |
|---|---|---|
Popularity | Low | N/A |
Pearlers invested | 216 | 0 |
Median incremental investment | $1,496.92 | $0 |
Median investment frequency | Monthly | N/A |
Median total investment | $3,552.00 | $0 |
Average age group | > 35 | N/A |
Key Summary
IHVV | R3AL | |
|---|---|---|
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. | R3AL.AX was created on 2010-11-17 by Martin Currie. The fund's investment portfolio concentrates primarily on total market equity. The Fund aims to provide a pre-tax income yield above the S&P/ASX 200 Index yield and to grow this income above the rate of Inflation. |
Top 3 holdings | Microsoft Corporation (6.95 %) Apple, Inc. (5.75 %) NVIDIA Corporation (5.10 %) | Scentre Group (6.32 %) Digital Realty Trust Inc (5.64 %) Stockland Corp Ltd (5.18 %) |
Top 3 industries | Other (99.94 %) Communication Services (0.06 %) | Real Estate (61.04 %) Industrials (20.02 %) Utilities (10.96 %) |
Top 3 countries | United States (94.52 %) | |
Management fee | 0.1 % | 0 % |
Key Summary
IHVV | R3AL | |
|---|---|---|
Issuer | iShares | Martin Currie |
Tracking index | S&P 500 Hedged to AUD Index - AUD | S&P ASX 200 |
Asset class | ETF | ETF |
Management fee | 0.1 % | 0 % |
Price | $59.20 | $1.64 |
Size | $2.880 billion | $500.653 million |
10Y return | 141.60 % | N/A |
Annual distribution yield (5Y) | 5.32 % | 2.98 % |
Market | ASX | ASX |
First listed date | 18/12/2014 | 27/01/2025 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IHVV | R3AL | |
|---|---|---|
Popularity | Low | N/A |
Pearlers invested | 216 | 0 |
Median incremental investment | $1,496.92 | $0 |
Median investment frequency | Monthly | N/A |
Median total investment | $3,552.00 | $0 |
Average age group | > 35 | N/A |
Pros and Cons
IHVV | R3AL | |
|---|---|---|
Pros |
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Cons |
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IHVV | R3AL |
|---|---|
Higher exposure to US market | Lower exposure to US market |
Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |