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Compare IHVV vs. WEMG
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 State Street SPDR S&P Emerging Markets Carbon Aware ETF (WEMG). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
IHVV | WEMG | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 284 | 11 |
Median incremental investment | $1,532.76 | $2,993.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $5,899.25 | $4,132.20 |
Average age group | > 35 | 26 - 35 |
Key Summary
IHVV | WEMG | |
|---|---|---|
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. | WEMG.AX was created on 2013-11-11 by SPDR. The fund's investment portfolio concentrates primarily on total market equity. The ETF currently has 27.83m in AUM and 1113 holdings. The State Street SPDR S&P Emerging Markets Carbon Aware ETF seeks to closely track, before fees and expenses, the returns of the S&P Emerging LargeMidCap Carbon Aware Index. |
Top 3 holdings | ISHARES CORE S&P ETF TRUST (99.40 %) USD/AUD (4.64 %) AUD CASH (0.29 %) | Taiwan Semiconductor Manufacturing Co Ltd (14.39 %) Alibaba Group Holding Ltd Ordinary Shares (2.70 %) MediaTek Inc (1.71 %) |
Top 3 industries | Other (99.94 %) Communication Services (0.06 %) | Information Technology (52.76 %) Other (31.65 %) Financials (10.20 %) |
Top 3 countries | United States (99.47 %) Switzerland (0.25 %) China (0.12 %) | China (37.16 %) Taiwan (21.49 %) India (14.41 %) |
Management fee | 0.1 % | 0.35 % |
Key Summary
IHVV | WEMG | |
|---|---|---|
Issuer | iShares | SPDR |
Tracking index | S&P 500 Hedged to AUD Index - AUD | S&P Emerging LargeMidCap Carbon Aware Index - AUD - Benchmark TR Net |
Asset class | ETF | ETF |
Management fee | 0.1 % | 0.35 % |
Price | $67.42 | $29.10 |
Size | $3.893 billion | $27.818 million |
10Y return | 144.81 % | 73.01 % |
Annual distribution yield (5Y) | 1.79 % | 3.70 % |
Market | ASX | ASX |
First listed date | 18/12/2014 | 04/11/2013 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IHVV | WEMG | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 284 | 11 |
Median incremental investment | $1,532.76 | $2,993.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $5,899.25 | $4,132.20 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
IHVV | WEMG | |
|---|---|---|
Pros |
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Cons |
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IHVV | WEMG |
|---|---|
Higher exposure to US market | Lower exposure to US market |
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |