Back
Compare AU
Compare IHVV vs. ZYAU
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 Global X S&P/ASX 200 High Dividend ETF (ZYAU). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
IHVV | ZYAU | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 215 | 97 |
Median incremental investment | $1,500.00 | $696.91 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,528.24 | $1,664.70 |
Average age group | > 35 | > 35 |
Key Summary
IHVV | ZYAU | |
|---|---|---|
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. | ZYAU.AX was created on 2015-06-09 by Global X. The fund's investment portfolio concentrates primarily on high dividend yield equity. The ETF currently has 79.48m in AUM and 50 holdings. The Global X S&P/ASX 200 High Dividend ETF (ZYAU.AX) seeks to provide investment results that correspond generally to the price and yield performance, before fees and expenses, of the S&P/ASX 200 High Dividend Index. |
Top 3 holdings | Microsoft Corporation (6.95 %) Apple, Inc. (5.75 %) NVIDIA Corporation (5.10 %) | Westpac Banking Corp (9.92 %) ANZ Group Holdings Ltd (9.86 %) BHP Group Ltd (9.81 %) |
Top 3 industries | Other (99.94 %) Communication Services (0.06 %) | Financials (45.73 %) Materials (27.78 %) Other (11.25 %) |
Top 3 countries | United States (94.52 %) | Australia (98.04 %) United Kingdom of Great Britain and Northern Ireland (1.29 %) New Zealand (0.67 %) |
Management fee | 0.1 % | 0.24 % |
Key Summary
IHVV | ZYAU | |
|---|---|---|
Issuer | iShares | Global X |
Tracking index | S&P 500 Hedged to AUD Index - AUD | S&P/ASX 200 High Dividend Index - AUD - Benchmark TR Gross |
Asset class | ETF | ETF |
Management fee | 0.1 % | 0.24 % |
Price | $57.84 | $9.30 |
Size | $2.773 billion | $80.302 million |
10Y return | 123.69 % | -7.65 % |
Annual distribution yield (5Y) | 5.32 % | 5.35 % |
Market | ASX | ASX |
First listed date | 18/12/2014 | 12/06/2015 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IHVV | ZYAU | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 215 | 97 |
Median incremental investment | $1,500.00 | $696.91 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,528.24 | $1,664.70 |
Average age group | > 35 | > 35 |
Pros and Cons
IHVV | ZYAU | |
|---|---|---|
Pros |
|
|
Cons |
|
|
IHVV | ZYAU |
|---|---|
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 |
Lower distribution yield | Higher distribution yield |