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Compare IHVV vs. WXOZ
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 SPDR S&P World Ex Australia Carbon Aware ETF (WXOZ). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
IHVV | WXOZ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 228 | 19 |
Median incremental investment | $1,497.34 | $1,219.35 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,154.92 | $4,946.88 |
Average age group | > 35 | > 35 |
Key Summary
IHVV | WXOZ | |
|---|---|---|
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. | WXOZ.AX was created on 2013-03-18 by SPDR. The fund's investment portfolio concentrates primarily on total market equity. The ETF currently has 562.16m in AUM and 687 holdings. The SPDR S&P World ex Australia Carbon Aware ETF seeks to closely track, before fees and expenses, the returns of the S&P Developed Ex-Australia LargeMidCap Carbon Aware Index. |
Top 3 holdings | ISHARES CORE S&P ETF TRUST (100.37 %) AUD CASH (0.02 %) USD/AUD (0.00 %) | NVIDIA Corp (6.57 %) Apple Inc (5.83 %) Microsoft Corp (4.42 %) |
Top 3 industries | Other (99.94 %) Communication Services (0.06 %) | Information Technology (64.85 %) Communication Services (18.83 %) Financials (7.62 %) |
Top 3 countries | United States (99.41 %) Switzerland (0.28 %) Netherlands (0.13 %) | United States (66.13 %) Japan (8.26 %) United Kingdom of Great Britain and Northern Ireland (4.57 %) |
Management fee | 0.1 % | 0.04 % |
Key Summary
IHVV | WXOZ | |
|---|---|---|
Issuer | iShares | SPDR |
Tracking index | S&P 500 Hedged to AUD Index - AUD | S&P Developed Ex-Australia LargeMidCap Carbon Aware Index - AUD - Benchmark TR Net |
Asset class | ETF | ETF |
Management fee | 0.1 % | 0.04 % |
Price | $62.41 | $51.42 |
Size | $3.210 billion | $646.771 million |
10Y return | 144.66 % | 111.43 % |
Annual distribution yield (5Y) | 5.32 % | 6.71 % |
Market | ASX | ASX |
First listed date | 18/12/2014 | 19/03/2013 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IHVV | WXOZ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 228 | 19 |
Median incremental investment | $1,497.34 | $1,219.35 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,154.92 | $4,946.88 |
Average age group | > 35 | > 35 |
Pros and Cons
IHVV | WXOZ | |
|---|---|---|
Pros |
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Cons |
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IHVV | WXOZ |
|---|---|
Higher exposure to US market | Lower exposure to US market |
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |