Compare AU
Compare IUSG vs. HVLU
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 IUSG and HVLU. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
IUSG | HVLU | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 1 |
Median incremental investment | $0 | $10,500.00 |
Median investment frequency | N/A | Weekly |
Median total investment | $0 | $20,802.85 |
Average age group | N/A | > 35 |
Key Summary
IUSG | HVLU | |
|---|---|---|
Strategy | IUSG.AX was created on 2023-09-19 by iShares. The fund's investment portfolio concentrates primarily on investment grade fixed income. The Fund aims to provide investors with the performance of the ICE U.S. Treasury Core Bond AUD Hedged Index | HVLU.AX was created on 2023-11-07 by VanEck. The fund's investment portfolio concentrates primarily on total market equity. Each Fund aims to provide investment returns before fees and other costs which track the performance of its Reference Index in Australian dollars. |
Top 3 holdings | iShares $ Treasury Bond ETF AUD H Dist (100.00 %) | VanEck MSCI International Value (Aud Hedged) ETF (100 %) |
Top 3 industries | ||
Top 3 countries | ||
Management fee | 0.26 % | 0.29 % |
Key Summary
IUSG | HVLU | |
|---|---|---|
Issuer | iShares | VanEck |
Tracking index | ICE U.S. Treasury Core Bond Index - AUD - Benchmark TR Net Hedged | MSCI World ex Australia Enhanced Value Top 250 Select 100% Hedged to AUD Index - AUD - Benchmark TR Net Hedged |
Asset class | ETF | ETF |
Management fee | 0.26 % | 0.29 % |
Price | $102.43 | $28.15 |
Size | $20.002 million | $11.317 million |
10Y return | N/A | N/A |
Annual distribution/ dividend yield (5Y) | 0.67 % | 0.78 % |
Market | ASX | ASX |
First listed date | 21/09/2023 | 08/11/2023 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IUSG | HVLU | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 1 |
Median incremental investment | $0 | $10,500.00 |
Median investment frequency | N/A | Weekly |
Median total investment | $0 | $20,802.85 |
Average age group | N/A | > 35 |
Pros and Cons
IUSG | HVLU | |
|---|---|---|
Pros |
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Cons |
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IUSG | HVLU |
|---|---|
Lower management fee | Higher management fee |
Lower distribution yield | Higher distribution yield |