Back
Compare AU
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 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 | 206 | 386 |
Median incremental investment | $1,500.00 | $1,001.27 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,553.31 | $4,709.81 |
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 SPDR. The fund's investment portfolio concentrates primarily on large cap equity. The ETF currently has 5986.82m in AUM and 201 holdings. The SPDR S&P/ASX 200 ETF, seeks to closely match, before fees and expenses, the returns of the S&P/ASX 200 Index. |
Top 3 holdings | Microsoft Corporation (6.95 %) Apple, Inc. (5.75 %) NVIDIA Corporation (5.10 %) | Commonwealth Bank of Australia (11.54 %) BHP Group Ltd (7.29 %) National Australia Bank Ltd (4.60 %) |
Top 3 industries | Other (99.94 %) Communication Services (0.06 %) | Financials (56.76 %) Materials (15.97 %) Health Care (9.39 %) |
Top 3 countries | United States (94.52 %) | Australia (94.83 %) United States (3.10 %) New Zealand (1.58 %) |
Management fee | 0.1 % | 0 % |
Key Summary
IHVV | STW | |
|---|---|---|
Issuer | iShares | SPDR |
Tracking index | S&P 500 Hedged to AUD Index - AUD | S&P ASX 200 |
Asset class | ETF | ETF |
Management fee | 0.1 % | 0 % |
Price | $55.09 | $77.04 |
Size | $2.543 billion | $6.113 billion |
10Y return | 107.63 % | 45.77 % |
Annual distribution yield (5Y) | 51.08 % | 5.77 % |
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 | 206 | 386 |
Median incremental investment | $1,500.00 | $1,001.27 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,553.31 | $4,709.81 |
Average age group | > 35 | > 35 |
Pros and Cons
IHVV | STW | |
|---|---|---|
Pros |
|
|
Cons |
|
|
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 |