Compare AU

Compare IHVV vs. WCMQ

Compare shares and ETFs on the ASX that you can trade on Pearler.

iShares S&P 500 Aud Hedged ETF

ASX

Buy

Buy

Overview
Performance

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 WCM Quality Global Growth Fund (Quoted Managed Fund) (WCMQ). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

IHVV

WCMQ

Popularity

Low

Low

Pearlers invested

165

1

Median incremental investment

$1,497.46

$1,006.22

Median investment frequency

Monthly

Monthly

Median total investment

$3,229.66

$1,418.39

Average age group

> 35

> 35


Key Summary

IHVV

WCMQ

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.

WCMQ.AX was created on 2018-09-03 by WCM. The fund's investment portfolio concentrates primarily on total market equity. To exceed the benchmark MSCI All Country World Index ex-Australia before taxes and fees over rolling three-year time periods, and to experience lower volatility than the benchmark.

Top 3 holdings

Microsoft Corporation (6.95 %)

Apple, Inc. (5.75 %)

NVIDIA Corporation (5.10 %)

AppLovin Corp Ordinary Shares - Class A (6.22 %)

GE Aerospace (4.72 %)

Amazon.com Inc (4.70 %)

Top 3 industries

Other (99.94 %)

Communication Services (0.06 %)

Information Technology (31.52 %)

Other (17.50 %)

Health Care (17.32 %)

Top 3 countries

United States (94.52 %)

United States (71.21 %)

Canada (4.84 %)

Denmark (4.43 %)

Management fee

0.1 %

1.25 %


Key Summary

IHVV

WCMQ

Issuer

iShares

WCM

Tracking index

S&P 500 Hedged to AUD Index - AUD

Asset class

ETF

ETF

Management fee

0.1 %

1.25 %

Price

$54.74

$10.59

Size

$2.054 billion

$391.994 million

10Y return

113.25 %

N/A

Annual distribution yield (5Y)

51.08 %

3.86 %

Market

ASX

ASX

First listed date

18/12/2014

03/09/2018

Purchase fee

$6.50

$6.50


Community Stats

IHVV

WCMQ

Popularity

Low

Low

Pearlers invested

165

1

Median incremental investment

$1,497.46

$1,006.22

Median investment frequency

Monthly

Monthly

Median total investment

$3,229.66

$1,418.39

Average age group

> 35

> 35


Pros and Cons

IHVV

WCMQ

Pros

  • Higher exposure to US market

  • Lower management fee

  • Higher distribution yield

  • Higher price growth

Cons

  • Lower price growth

  • Lower exposure to US market

  • Higher management fee

  • Lower distribution yield

IHVV

WCMQ

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

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