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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 | 216 | 98 |
Median incremental investment | $1,496.92 | $696.91 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,552.00 | $1,771.20 |
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 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 (10.66 %) ANZ Group Holdings Ltd (10.53 %) National Australia Bank Ltd (10.09 %) |
Top 3 industries | Other (99.94 %) Communication Services (0.06 %) | Financials (48.63 %) Materials (21.07 %) 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 | $59.20 | $9.84 |
Size | $2.880 billion | $84.075 million |
10Y return | 141.60 % | 2.18 % |
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 | 216 | 98 |
Median incremental investment | $1,496.92 | $696.91 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,552.00 | $1,771.20 |
Average age group | > 35 | > 35 |
Pros and Cons
IHVV | ZYAU | |
|---|---|---|
Pros |
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Cons |
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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 |