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Compare IHVV vs. SPY
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 SPDR S&P 500 ETF (SPY). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
IHVV | SPY | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 207 | 268 |
Median incremental investment | $1,500.00 | $1,200.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,627.00 | $2,327.00 |
Average age group | > 35 | 26 - 35 |
Key Summary
IHVV | SPY | |
|---|---|---|
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. | SPY.AX was created on 2014-10-13 by SPDR. The fund's investment portfolio concentrates primarily on large cap equity. The SPDR S&P 500 ETF seeks to provide investment results that, before expenses, correspond generally to the price and yield performance of the S&P 500 Index. |
Top 3 holdings | Microsoft Corporation (6.95 %) Apple, Inc. (5.75 %) NVIDIA Corporation (5.10 %) | Microsoft Corp (6.78 %) NVIDIA Corp (6.78 %) Apple Inc (5.98 %) |
Top 3 industries | Other (99.94 %) Communication Services (0.06 %) | Information Technology (60.67 %) Consumer Discretionary (16.30 %) Communication Services (13.37 %) |
Top 3 countries | United States (94.52 %) | United States (99.40 %) Switzerland (0.28 %) Netherlands (0.12 %) |
Management fee | 0.1 % | 0.0945 % |
Key Summary
IHVV | SPY | |
|---|---|---|
Issuer | iShares | SPDR |
Tracking index | S&P 500 Hedged to AUD Index - AUD | S&P 500 |
Asset class | ETF | ETF |
Management fee | 0.1 % | 0.0945 % |
Price | $55.98 | $930.80 |
Size | $2.572 billion | $936.303 billion |
10Y return | 110.52 % | 238.94 % |
Annual distribution yield (5Y) | 4.61 % | 1.21 % |
Market | ASX | ASX |
First listed date | 18/12/2014 | 13/10/2014 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IHVV | SPY | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 207 | 268 |
Median incremental investment | $1,500.00 | $1,200.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,627.00 | $2,327.00 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
IHVV | SPY | |
|---|---|---|
Pros |
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Cons |
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IHVV | SPY |
|---|---|
Lower exposure to US market | Higher exposure to US market |
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |