Compare AU
Compare IVE 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 IVE and USHY. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
IVE | USHY | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 43 | 6 |
Median incremental investment | $1,654.07 | $7,000.00 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $4,535.60 | $3,312.40 |
Average age group | 26 - 35 | > 35 |
Key Summary
IVE | USHY | |
|---|---|---|
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. | USHY.AX was created on 2022-07-01 by Global X. The fund's investment portfolio concentrates primarily on investment grade fixed income. The ETF currently has 18.25m in AUM and 1190 holdings. 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 | ASML Holding NV (2.39 %) Moelis & Company (1.49 %) SHELL PLC - ADS (1.23 %) | Global X Usd High Yield Bond (Currency Hedged) ETF (100 %) |
Top 3 industries | Other (99.86 %) Communication Services (0.14 %) | |
Top 3 countries | United States (99.97 %) | |
Management fee | 0.32 % | 0.3 % |
Key Summary
IVE | USHY | |
|---|---|---|
Issuer | iShares | Global X |
Tracking index | MSCI EAFE | Solactive USD High Yield Corporates Total Market AUD Hedged Index - AUD - Benchmark TR Net Hedged |
Asset class | ETF | ETF |
Management fee | 0.32 % | 0.3 % |
Price | $133.40 | $10.40 |
Size | $559.633 million | $18.216 million |
10Y return | 56.68 % | N/A |
Annual distribution/ dividend yield (5Y) | 2.60 % | 2.90 % |
Market | ASX | ASX |
First listed date | 10/10/2007 | 04/07/2022 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IVE | USHY | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 43 | 6 |
Median incremental investment | $1,654.07 | $7,000.00 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $4,535.60 | $3,312.40 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
IVE | USHY | |
|---|---|---|
Pros |
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Cons |
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IVE | USHY |
|---|---|
Higher exposure to US market | Lower exposure to US market |
Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |