Compare AU
Compare IHVV vs. VGAD
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 MSCI Index International Shares (Hedged) ETF (VGAD). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
IHVV | VGAD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 175 | 503 |
Median incremental investment | $1,502.95 | $2,030.74 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,817.65 | $8,668.30 |
Average age group | > 35 | > 35 |
Key Summary
IHVV | VGAD | |
|---|---|---|
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. | The aim of Vanguard MSCI Index International Shares (Hedged) ETF is to track the return of the MSCI World ex-Australia (with net dividends reinvested) before considering fees, expenses, and tax. It also seeks to reduce the impact of foreign exchange fluctuations on the fund's performance by hedging it to the Australian dollar. |
Top 3 holdings | Microsoft Corporation (6.95 %) Apple, Inc. (5.75 %) NVIDIA Corporation (5.10 %) | Apple Inc. (5.41 %) Microsoft Corp. (4.14 %) Amazon.com Inc. (2.15 %) |
Top 3 industries | Other (99.94 %) Communication Services (0.06 %) | Information Technology (22.51 %) Financials (13.70 %) Health Care (12.53 %) |
Top 3 countries | United States (94.52 %) | United States (72.94 %) Japan (5.73 %) United Kingdom of Great Britain and Northern Ireland (3.77 %) |
Management fee | 0.1 % | 0.21 % |
Key Summary
IHVV | VGAD | |
|---|---|---|
Issuer | iShares | Vanguard |
Tracking index | S&P 500 Hedged to AUD Index - AUD | MSCI World ex Australia - AUD - Benchmark TR Net Hedged |
Asset class | ETF | ETF |
Management fee | 0.1 % | 0.21 % |
Price | $51.23 | $101.98 |
Size | $2.113 billion | N/A |
10Y return | 99.25 % | 92.45 % |
Annual distribution yield (5Y) | 51.08 % | 3.46 % |
Market | ASX | ASX |
First listed date | 18/12/2014 | 20/11/2014 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IHVV | VGAD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 175 | 503 |
Median incremental investment | $1,502.95 | $2,030.74 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,817.65 | $8,668.30 |
Average age group | > 35 | > 35 |
Pros and Cons
IHVV | VGAD | |
|---|---|---|
Pros |
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Cons |
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IHVV | VGAD |
|---|---|
Higher exposure to US market | Lower exposure to US market |
Lower management fee | Higher management fee |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |