Back
Compare AU
Compare IHWL vs. USHY
Compare shares and ETFs on the ASX that you can trade on Pearler.
Overview
When it comes to investing in the Australian stock market, shares and ETFs are a popular choice. Two options in the ASX are IHWL and USHY. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
IHWL | USHY | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 53 | 6 |
Median incremental investment | $1,653.64 | $5,000.00 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $5,178.24 | $3,425.50 |
Average age group | > 35 | > 35 |
Key Summary
IHWL | USHY | |
|---|---|---|
Strategy | IHWL.AX was created on 2016-04-22 by iShares. The fund's investment portfolio concentrates primarily on total market equity. The fund aims to provide investors with the performance of the MSCI World Investable Market AUD Hedged Index, before fees and expenses. The index is designed to measure the AUD hedged performance of global, developed market large-, mid- and small-capitalisation companies. | USHY.AX was created on 2022-07-01 by Global X. The fund's investment portfolio concentrates primarily on investment grade fixed income. The Fund aims to provide consumers with a return that tracks the performance of the Solactive USD High Yield Corporates Total Market Hedged to AUD Index (the Index) before fees and expenses. |
Top 3 holdings | NVIDIA CORP (10.94 %) MICROSOFT CORP (9.12 %) ALPHABET INC CLASS A (2.98 %) | Global X Usd High Yield Bond (Currency Hedged) ETF (100 %) |
Top 3 industries | Information Technology (31.54 %) Financials (15.76 %) Industrials (10.78 %) | |
Top 3 countries | United States (74.50 %) Japan (6.43 %) United Kingdom of Great Britain and Northern Ireland (3.39 %) | |
Management fee | 0.12 % | 0.3 % |
Key Summary
IHWL | USHY | |
|---|---|---|
Issuer | iShares | Global X |
Tracking index | MSCI World IMI 100% Hedged to AUD Net Variant | Solactive USD High Yield Corporates Total Market AUD Hedged Index - AUD - Benchmark TR Net Hedged |
Asset class | ETF | ETF |
Management fee | 0.12 % | 0.3 % |
Price | $59.14 | $10.51 |
Size | $889.978 million | $22.967 million |
10Y return | N/A | N/A |
Annual distribution/ dividend yield (5Y) | 4.42 % | 4.60 % |
Market | ASX | ASX |
First listed date | 28/04/2016 | 04/07/2022 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IHWL | USHY | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 53 | 6 |
Median incremental investment | $1,653.64 | $5,000.00 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $5,178.24 | $3,425.50 |
Average age group | > 35 | > 35 |
Pros and Cons
IHWL | USHY | |
|---|---|---|
Pros |
|
|
Cons |
|
|
IHWL | USHY |
|---|---|
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 |