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Compare IHVV vs. ZYUS
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 S&P US 500 (AUD Hedged) (IHVV) and the S&P 500 US Dividends & Low Volatility (ZYUS). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
IHVV | ZYUS | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 267 | 80 |
Median incremental investment | $1,520.88 | $679.60 |
Median investment frequency | Monthly | Monthly |
Median total investment | $5,570.96 | $1,968.82 |
Average age group | > 35 | > 35 |
Key Summary
IHVV | ZYUS | |
|---|---|---|
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. | ZYUS.AX was created on 2015-06-09 by ETFS. The fund's investment portfolio concentrates primarily on high dividend yield equity. The Fund aims to provide investors with a return that (before fees and expenses) tracks the performance of the S&P 500 Low Volatility High Dividend Index |
Top 3 holdings | ISHARES CORE S&P ETF TRUST (99.40 %) USD/AUD (4.64 %) AUD CASH (0.29 %) | Altria Group Inc (3.38 %) Healthpeak Properties Inc (3.32 %) The Kraft Heinz Co (3.03 %) |
Top 3 industries | Other (99.94 %) Communication Services (0.06 %) | Consumer Staples (32.40 %) Real Estate (29.02 %) Energy (20.31 %) |
Top 3 countries | United States (99.47 %) Switzerland (0.25 %) China (0.12 %) | United States (97.95 %) United Kingdom of Great Britain and Northern Ireland (2.05 %) |
Management fee | 0.1 % | 0.35 % |
Key Summary
IHVV | ZYUS | |
|---|---|---|
Issuer | iShares | ETFS |
Tracking index | S&P 500 Hedged to AUD Index - AUD | S&P 500 Low Volatility High Dividend Index |
Asset class | ETF | ETF |
Management fee | 0.1 % | 0.35 % |
Price | $67.33 | $13.72 |
Size | $3.879 billion | $69.352 million |
10Y return | 160.31 % | 11.27 % |
Annual distribution yield (5Y) | 5.32 % | 4.54 % |
Market | ASX | ASX |
First listed date | 18/12/2014 | 12/06/2015 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IHVV | ZYUS | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 267 | 80 |
Median incremental investment | $1,520.88 | $679.60 |
Median investment frequency | Monthly | Monthly |
Median total investment | $5,570.96 | $1,968.82 |
Average age group | > 35 | > 35 |
Pros and Cons
IHVV | ZYUS | |
|---|---|---|
Pros |
| |
Cons |
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IHVV | ZYUS |
|---|---|
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 |