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Compare IHVV vs. VDHG
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 High Growth Index ETF (VDHG). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
IHVV | VDHG | |
|---|---|---|
Popularity | Low | Medium |
Pearlers invested | 216 | 9,933 |
Median incremental investment | $1,497.34 | $996.59 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,601.58 | $2,948.31 |
Average age group | > 35 | 26 - 35 |
Key Summary
IHVV | VDHG | |
|---|---|---|
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. | Vanguard Diversified High Growth Index ETF (ASX: VDHG) seeks to track the weighted average performance of various ETFs it invests in before taking into account fees, expenses and taxes. The index doesn’t track companies directly. Instead, it invests in other ETFs. It acts as an ETF that tracks other ETFs. |
Top 3 holdings | Microsoft Corporation (6.95 %) Apple, Inc. (5.75 %) NVIDIA Corporation (5.10 %) | BHP Group Ltd. (3.79 %) Commonwealth Bank of Australia (3.03 %) CSL Ltd. (2.38 %) |
Top 3 industries | Other (99.94 %) Communication Services (0.06 %) | Financials (17.35 %) Other (12.53 %) Information Technology (11.71 %) |
Top 3 countries | United States (94.52 %) | United States (39.99 %) Australia (38.01 %) Japan (3.63 %) |
Management fee | 0.1 % | 0.27 % |
Key Summary
IHVV | VDHG | |
|---|---|---|
Issuer | iShares | Vanguard |
Tracking index | S&P 500 Hedged to AUD Index - AUD | 36% S&P - ASX300 - 26.5% MSCI Wrld ex-Aus - 16% MSCI Wrld ex-Aus Hdg to AUD - 6.5% MSCI Wrld ex-Aus Sml Cap - 5% MSCI EM Index - 3% Bloomberg AusBond Composite 0+ Yr Index - 7% Bloomberg Barclays Glb. Aggrt. Flt.-Adjstd and Scaled Index Hdg. to A |
Asset class | ETF | ETF |
Management fee | 0.1 % | 0.27 % |
Price | $58.09 | $71.91 |
Size | $2.788 billion | $1.321 million |
10Y return | 123.68 % | N/A |
Annual distribution yield (5Y) | 5.32 % | 4.99 % |
Market | ASX | ASX |
First listed date | 18/12/2014 | 22/11/2017 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IHVV | VDHG | |
|---|---|---|
Popularity | Low | Medium |
Pearlers invested | 216 | 9,933 |
Median incremental investment | $1,497.34 | $996.59 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,601.58 | $2,948.31 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
IHVV | VDHG | |
|---|---|---|
Pros |
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Cons |
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IHVV | VDHG |
|---|---|
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 |