Compare AU

Compare IHVV vs. WDMF

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 iShares World Equity Factor ETF (WDMF). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

IHVV

WDMF

Popularity

Low

Low

Pearlers invested

159

1

Median incremental investment

$1,497.34

$15,993.50

Median investment frequency

Monthly

Fortnightly

Median total investment

$3,576.95

$139,369.36

Average age group

> 35

> 35


Key Summary

IHVV

WDMF

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.

WDMF.AX was created on 2016-10-11 by iShares. The fund's investment portfolio concentrates primarily on total market equity. The ETF currently has 165.26m in AUM and 437 holdings. The Fund aims to provide investors with the performance of an index, before fees and expenses.

Top 3 holdings

Microsoft Corporation (6.95 %)

Apple, Inc. (5.75 %)

NVIDIA Corporation (5.10 %)

MICROSOFT CORP (4.67 %)

APPLE INC (4.18 %)

NVIDIA CORP (4.14 %)

Top 3 industries

Other (99.94 %)

Communication Services (0.06 %)

Information Technology (26.81 %)

Financials (15.04 %)

Consumer Discretionary (12.37 %)

Top 3 countries

United States (94.52 %)

United States (68.87 %)

Japan (7.42 %)

Canada (2.86 %)

Management fee

0.1 %

0.35 %


Key Summary

IHVV

WDMF

Issuer

iShares

iShares

Tracking index

S&P 500 Hedged to AUD Index - AUD

MSCI World Diversified Multiple-Factor (AUD) Index - AUD

Asset class

ETF

ETF

Management fee

0.1 %

0.35 %

Price

$55.03

$46.21

Size

$1.931 billion

$165.727 million

10Y return

N/A

N/A

Annual distribution yield (5Y)

51.08 %

5.03 %

Market

ASX

ASX

First listed date

18/12/2014

14/10/2016

Purchase fee

$6.50

$6.50


Community Stats

IHVV

WDMF

Popularity

Low

Low

Pearlers invested

159

1

Median incremental investment

$1,497.34

$15,993.50

Median investment frequency

Monthly

Fortnightly

Median total investment

$3,576.95

$139,369.36

Average age group

> 35

> 35


Pros and Cons

IHVV

WDMF

Pros

  • Higher exposure to US market

  • Lower management fee

  • Higher price growth

  • Higher distribution yield

  • Higher exposure to AU market

Cons

  • Lower exposure to AU market

  • Lower exposure to US market

  • Higher management fee

  • Lower price growth

  • Lower distribution yield

IHVV

WDMF

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

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