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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 iShares S&P 500 Aud Hedged ETF (IHVV) and the Global X S&P 500 High Yield Low Volatility ETF (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 | 205 | 85 |
Median incremental investment | $1,500.00 | $652.82 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,537.28 | $1,741.68 |
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 | Microsoft Corporation (6.95 %) Apple, Inc. (5.75 %) NVIDIA Corporation (5.10 %) | Altria Group Inc (3.54 %) Crown Castle Inc (3.42 %) Verizon Communications Inc (3.26 %) |
Top 3 industries | Other (99.94 %) Communication Services (0.06 %) | Real Estate (31.09 %) Consumer Staples (21.96 %) Communication Services (20.59 %) |
Top 3 countries | United States (94.52 %) | United States (97.74 %) United Kingdom of Great Britain and Northern Ireland (2.26 %) |
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 | $55.09 | $14.70 |
Size | $2.543 billion | $73.995 million |
10Y return | 109.49 % | 46.41 % |
Annual distribution yield (5Y) | 51.08 % | 4.79 % |
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 | 205 | 85 |
Median incremental investment | $1,500.00 | $652.82 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,537.28 | $1,741.68 |
Average age group | > 35 | > 35 |
Pros and Cons
IHVV | ZYUS | |
|---|---|---|
Pros |
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Cons |
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IHVV | ZYUS |
|---|---|
Lower exposure to US market | Higher exposure to US market |
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |