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Compare IHVV vs. STW
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 State Street SPDR S&P/ASX 200 ETF (STW). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
IHVV | STW | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 278 | 405 |
Median incremental investment | $1,537.33 | $1,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $5,739.20 | $5,196.52 |
Average age group | > 35 | > 35 |
Key Summary
IHVV | STW | |
|---|---|---|
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. | STW.AX was created on 2001-08-24 by State Street . The fund's investment portfolio concentrates primarily on large cap equity. The ETF currently has 6271.91m in AUM and 203 holdings. The Investment Objective of State Street SPDR S&P/ASX 200 ETF is to match the performance of its Index before fees and other costs. |
Top 3 holdings | ISHARES CORE S&P ETF TRUST (99.40 %) USD/AUD (4.64 %) AUD CASH (0.29 %) | BHP Group Ltd (11.92 %) Commonwealth Bank of Australia (10.24 %) Westpac Banking Corp (4.51 %) |
Top 3 industries | Other (99.94 %) Communication Services (0.06 %) | Financials (54.95 %) Materials (16.65 %) Health Care (10.33 %) |
Top 3 countries | United States (99.47 %) Switzerland (0.25 %) China (0.12 %) | Australia (95.26 %) United States (3.26 %) United Kingdom of Great Britain and Northern Ireland (0.54 %) |
Management fee | 0.1 % | 0 % |
Key Summary
IHVV | STW | |
|---|---|---|
Issuer | iShares | State Street |
Tracking index | S&P 500 Hedged to AUD Index - AUD | S&P ASX 200 |
Asset class | ETF | ETF |
Management fee | 0.1 % | 0 % |
Price | $66.92 | $77.97 |
Size | $4.091 billion | $6.516 billion |
10Y return | 150.95 % | 54.21 % |
Annual distribution yield (5Y) | 5.32 % | 4.38 % |
Market | ASX | ASX |
First listed date | 18/12/2014 | 27/08/2001 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IHVV | STW | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 278 | 405 |
Median incremental investment | $1,537.33 | $1,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $5,739.20 | $5,196.52 |
Average age group | > 35 | > 35 |
Pros and Cons
IHVV | STW | |
|---|---|---|
Pros |
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Cons |
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IHVV | STW |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
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 |