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Compare IISV vs. QHAL
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 IISV and QHAL. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
IISV | QHAL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 14 | 61 |
Median incremental investment | $715.59 | $866.97 |
Median investment frequency | Monthly | Monthly |
Median total investment | $5,047.90 | $4,329.00 |
Average age group | > 35 | > 35 |
Key Summary
IISV | QHAL | |
|---|---|---|
Strategy | IISV.AX was created on 2023-03-31 by Intelligent Investor . The fund's investment portfolio concentrates primarily on total market equity. The portfolio aims to outperform the S&P/ASX 200 Accumulation Index p.a. over five year rolling periods with minimal turnover to allow returns to compound in a favourable tax environment | QHAL.AX was created on 2019-03-21 by VanEck. The fund's investment portfolio concentrates primarily on total market equity. QHAL.AX seeks to provide investors with access to a diversified portfolio of quality international companies from developed markets (ex-Australia) hedged into Australian dollars with the aim of providing investment returns, before fees and other costs, which track the performance of the Index. |
Top 3 holdings | Fairfax Financial Holdings Ltd Shs Subord.Vtg (7.46 %) Rightmove PLC (6.05 %) CME Group Inc Class A (5.70 %) | VanEck MSCI International Quality (Aud Hedged) ETF (100 %) |
Top 3 industries | Financials (40.52 %) Other (34.18 %) Communication Services (17.53 %) | |
Top 3 countries | United States (42.65 %) Australia (20.03 %) United Kingdom of Great Britain and Northern Ireland (15.60 %) | United States (77.72 %) Switzerland (4.96 %) United Kingdom of Great Britain and Northern Ireland (4.17 %) |
Management fee | 0.97 % | 0.43 % |
Key Summary
IISV | QHAL | |
|---|---|---|
Issuer | Intelligent Investor | VanEck |
Tracking index | S&P/ASX 200 Accumulation Index - AUD - Benchmark TR Net | MSCI World ex Australia Quality 100% Hedged to AUD Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.97 % | 0.43 % |
Price | $3.54 | $48.40 |
Size | N/A | $1.998 billion |
10Y return | N/A | N/A |
Annual distribution/ dividend yield (5Y) | 3.97 % | 1.87 % |
Market | ASX | ASX |
First listed date | 30/03/2023 | 25/03/2019 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IISV | QHAL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 14 | 61 |
Median incremental investment | $715.59 | $866.97 |
Median investment frequency | Monthly | Monthly |
Median total investment | $5,047.90 | $4,329.00 |
Average age group | > 35 | > 35 |
Pros and Cons
IISV | QHAL | |
|---|---|---|
Pros |
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Cons |
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IISV | QHAL |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
Lower exposure to US market | Higher exposure to US market |
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |