Compare AU
Compare IVE vs. USD
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 Betashares U.S. Dollar ETF (USD). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
IVE | USD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 43 | 4 |
Median incremental investment | $1,654.07 | $1,934.04 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,535.60 | $1,262.79 |
Average age group | 26 - 35 | > 35 |
Key Summary
IVE | USD | |
|---|---|---|
Strategy | IVE.AX was created on 2001-08-14 by iShares. The fund's investment portfolio concentrates primarily on total market equity. The fund aims to provide investors with the performance of the MSCI EAFE Index, before fees and expenses. The index is designed to measure the performance of stocks from Europe, Australasia and the Far East and may include large- or mid-capitalisation companies. | USD.AX was created on 2011-01-31 by BetaShares. The fund's investment portfolio concentrates primarily on long usd, short aud currency. USD.AX aims to track the performance of the U.S. dollar against the Australian dollar (before fees and expenses). If the U.S. dollar goes up 10% against the A$ the Fund is designed to go up 10% too, before fees and expenses. Conversely, the Fund will go down if the U.S. dollar falls. |
Top 3 holdings | ASML Holding NV (2.39 %) Moelis & Company (1.49 %) SHELL PLC - ADS (1.23 %) | AUD - AUSTRALIA DOLLAR (0.00 %) |
Top 3 industries | Other (99.86 %) Communication Services (0.14 %) | Other (99.98 %) Communication Services (0.00 %) |
Top 3 countries | United States (99.97 %) | |
Management fee | 0.32 % | 0.45 % |
Key Summary
IVE | USD | |
|---|---|---|
Issuer | iShares | BetaShares |
Tracking index | MSCI EAFE | |
Asset class | ETF | ETF |
Management fee | 0.32 % | 0.45 % |
Price | $133.40 | $15.59 |
Size | $559.633 million | $75.439 million |
10Y return | 56.68 % | 27.47 % |
Annual distribution yield (5Y) | 2.60 % | 1.74 % |
Market | ASX | ASX |
First listed date | 10/10/2007 | 01/02/2011 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IVE | USD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 43 | 4 |
Median incremental investment | $1,654.07 | $1,934.04 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,535.60 | $1,262.79 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
IVE | USD | |
|---|---|---|
Pros |
| |
Cons |
|
IVE | USD |
|---|---|
Higher exposure to US market | Lower exposure to US market |
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |