Compare AU
Compare IVE vs. ROBO
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 MSCI EAFE ETF (IVE) and the Global X Robo Global Robotics & Automation ETF (ROBO). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
IVE | ROBO | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 33 | 537 |
Median incremental investment | $1,818.34 | $639.76 |
Median investment frequency | Monthly | Monthly |
Median total investment | $7,080.06 | $1,108.52 |
Average age group | > 35 | > 35 |
Key Summary
IVE | ROBO | |
|---|---|---|
Strategy | IVE.AX was created on 2001-08-14 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 EAFE Index, before fees and expenses. The index is designed to measure the performance of stocks from Europe, Australasia and the Far East and may include large- or mid-capitalisation companies. | ROBO.AX was created on 2017-09-13 by Global X. The fund's investment portfolio concentrates primarily on theme equity. The Fund aims to provide investors with a return that (before fees and expenses) tracks the performance of the ROBO.AX Global Robotics and Automation Index (the Index) |
Top 3 holdings | ASML Holding NV (2.39 %) Moelis & Company (1.49 %) SHELL PLC - ADS (1.23 %) | Harmonic Drive Systems Inc (2.15 %) Hiwin Technologies Corp (1.82 %) Fanuc Corp (1.81 %) |
Top 3 industries | Other (99.86 %) Communication Services (0.14 %) | Industrials (47.22 %) Information Technology (43.10 %) Consumer Staples (15.08 %) |
Top 3 countries | United States (99.97 %) | United States (42.78 %) Japan (18.81 %) Taiwan (8.37 %) |
Management fee | 0.32 % | 0.82 % |
Key Summary
IVE | ROBO | |
|---|---|---|
Issuer | iShares | Global X |
Tracking index | MSCI EAFE | ROBO Global Robotics and Automation TR Index |
Asset class | ETF | ETF |
Management fee | 0.32 % | 0.82 % |
Price | $122.07 | $81.00 |
Size | $502.943 million | $230.994 million |
10Y return | 59.46 % | N/A |
Annual distribution yield (5Y) | 2.56 % | 3.87 % |
Market | ASX | ASX |
First listed date | 10/10/2007 | 14/09/2017 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IVE | ROBO | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 33 | 537 |
Median incremental investment | $1,818.34 | $639.76 |
Median investment frequency | Monthly | Monthly |
Median total investment | $7,080.06 | $1,108.52 |
Average age group | > 35 | > 35 |
Pros and Cons
IVE | ROBO | |
|---|---|---|
Pros |
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Cons |
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IVE | ROBO |
|---|---|
Higher exposure to US market | Lower exposure to US market |
Lower management fee | Higher management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |