Compare AU
Compare IHVV vs. ROYL
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 S&P US 500 (AUD Hedged) (IHVV) and the BetaShares Global Royalties ETF (ROYL). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
IHVV | ROYL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 164 | 7 |
Median incremental investment | $1,500.00 | $700.30 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,455.26 | $1,687.84 |
Average age group | > 35 | > 35 |
Key Summary
IHVV | ROYL | |
|---|---|---|
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. | ROYL.AX was created on 2022-09-09 by BetaShares. The fund's investment portfolio concentrates primarily on theme equity. The investment objective of the Fund is to provide an investment return that aims to track the performance of the Solactive Global Royalties Index (the Index), before taking into account fees and expenses. |
Top 3 holdings | Microsoft Corporation (6.95 %) Apple, Inc. (5.75 %) NVIDIA Corporation (5.10 %) | ARM HOLDINGS PLC (12.89 %) WHEATON PRECIOUS METALS CORP (11.03 %) TEXAS PACIFIC LAND CORP (10.48 %) |
Top 3 industries | Other (99.94 %) Communication Services (0.06 %) | Other (49.57 %) Information Technology (17.42 %) Energy (14.55 %) |
Top 3 countries | United States (94.52 %) | United States (41.70 %) Canada (31.36 %) United Kingdom of Great Britain and Northern Ireland (10.92 %) |
Management fee | 0.1 % | 0.69 % |
Key Summary
IHVV | ROYL | |
|---|---|---|
Issuer | iShares | BetaShares |
Tracking index | S&P 500 Hedged to AUD Index - AUD | Solactive Global Royalties Index - AUD - Benchmark TR Net |
Asset class | ETF | ETF |
Management fee | 0.1 % | 0.69 % |
Price | $55.56 | $10.96 |
Size | $2.040 billion | $9.731 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 51.08 % | 1.27 % |
Market | ASX | ASX |
First listed date | 18/12/2014 | 12/09/2022 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IHVV | ROYL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 164 | 7 |
Median incremental investment | $1,500.00 | $700.30 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,455.26 | $1,687.84 |
Average age group | > 35 | > 35 |
Pros and Cons
IHVV | ROYL | |
|---|---|---|
Pros |
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Cons |
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IHVV | ROYL |
|---|---|
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 |
Higher distribution yield | Lower distribution yield |