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Compare IHVV vs. VEFI
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 Ethically Conscious Glb Agg Bond Index (Hedged) ETF (VEFI). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
IHVV | VEFI | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 216 | 14 |
Median incremental investment | $1,496.92 | $1,540.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,552.00 | $7,447.66 |
Average age group | > 35 | > 35 |
Key Summary
IHVV | VEFI | |
|---|---|---|
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. | VEFI.AX was created on 2018-09-11 by Vanguard. The fund's investment portfolio concentrates primarily on investment grade fixed income. The ETF currently has 4.26m in AUM and 2559 holdings. Vanguard Ethically Conscious Global Aggregate Bond Index Fund (Hedged) AUD Hedged seeks to track the return of the Bloomberg Barclays MSCI Global Aggregate SRI Exclusions Float Adjusted Index Hedged into Australian dollars before taking into account fees, expenses and tax. |
Top 3 holdings | Microsoft Corporation (6.95 %) Apple, Inc. (5.75 %) NVIDIA Corporation (5.10 %) | French Republic Government Bond OAT 0.75 2028-11-25 (0.48 %) United States Treasury Note/Bond 0.75 2023-12-31 (0.46 %) Italy Buoni Poliennali Del Tesoro (0.46 %) |
Top 3 industries | Other (99.94 %) Communication Services (0.06 %) | Financials (0.00 %) |
Top 3 countries | United States (94.52 %) | |
Management fee | 0.1 % | 0.26 % |
Key Summary
IHVV | VEFI | |
|---|---|---|
Issuer | iShares | Vanguard |
Tracking index | S&P 500 Hedged to AUD Index - AUD | Bloomberg Barclays MSCI Global Aggregate SRI Exclusions Float Adjusted Index hedged in AUD - AUD - Australia Dollar |
Asset class | ETF | ETF |
Management fee | 0.1 % | 0.26 % |
Price | $59.20 | $42.68 |
Size | $2.880 billion | $4.261 million |
10Y return | 141.60 % | N/A |
Annual distribution yield (5Y) | 5.32 % | 3.52 % |
Market | ASX | ASX |
First listed date | 18/12/2014 | 13/09/2018 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IHVV | VEFI | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 216 | 14 |
Median incremental investment | $1,496.92 | $1,540.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,552.00 | $7,447.66 |
Average age group | > 35 | > 35 |
Pros and Cons
IHVV | VEFI | |
|---|---|---|
Pros |
| |
Cons |
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IHVV | VEFI |
|---|---|
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 |