Compare AU
Compare IHVV vs. VDBA
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 Vanguard Diversified Balanced Index ETF (VDBA). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
IHVV | VDBA | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 175 | 39 |
Median incremental investment | $1,502.95 | $1,994.18 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,817.65 | $4,940.32 |
Average age group | > 35 | > 35 |
Key Summary
IHVV | VDBA | |
|---|---|---|
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. | VDBA.AX was created on 2017-11-20 by Vanguard. The fund's investment portfolio concentrates primarily on target outcome asset allocation. The ETF provides low-cost access to a range of sector funds, offering broad diversification across multiple asset classes. The Balanced ETF is designed for investors seeking a balance between income and capital growth. The ETF targets a 50% allocation to income asset classes and a 50% allocation to growth asset classes. |
Top 3 holdings | Microsoft Corporation (6.95 %) Apple, Inc. (5.75 %) NVIDIA Corporation (5.10 %) | BHP Group Ltd. (2.15 %) Commonwealth Bank of Australia (1.72 %) CSL Ltd. (1.35 %) |
Top 3 industries | Other (99.94 %) Communication Services (0.06 %) | Other (50.55 %) Financials (9.84 %) Information Technology (6.59 %) |
Top 3 countries | United States (94.52 %) | United States (39.73 %) Australia (38.16 %) Japan (3.57 %) |
Management fee | 0.1 % | 0.27 % |
Key Summary
IHVV | VDBA | |
|---|---|---|
Issuer | iShares | Vanguard |
Tracking index | S&P 500 Hedged to AUD Index - AUD | A10808-20% S&P - ASX 300-14.5% MSCI World ex-Australia-9% MSCI World ex-Aus hedged-AUD-3.5% MSCI World ex-Aus Small Cap-3% MSCI Emerging Market-15% Bloomberg AusBond Composite 0+ Yr-35% Bloomberg Barclays Global Aggregate Float-Adjusted and Scaled-TR |
Asset class | ETF | ETF |
Management fee | 0.1 % | 0.27 % |
Price | $51.12 | $56.19 |
Size | $2.113 billion | $1.129 million |
10Y return | 98.83 % | N/A |
Annual distribution yield (5Y) | 51.08 % | 4.61 % |
Market | ASX | ASX |
First listed date | 18/12/2014 | 22/11/2017 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IHVV | VDBA | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 175 | 39 |
Median incremental investment | $1,502.95 | $1,994.18 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,817.65 | $4,940.32 |
Average age group | > 35 | > 35 |
Pros and Cons
IHVV | VDBA | |
|---|---|---|
Pros |
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Cons |
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IHVV | VDBA |
|---|---|
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 |