Back
Compare AU
Compare IVE vs. VLUE
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 VanEck MSCI International Value ETF (VLUE). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
IVE | VLUE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 92 | 82 |
Median incremental investment | $1,426.98 | $1,209.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $5,005.95 | $7,062.99 |
Average age group | 26 - 35 | > 35 |
Key Summary
IVE | VLUE | |
|---|---|---|
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. | VLUE.AX was created on 2021-03-08 by VanEck. The fund's investment portfolio concentrates primarily on total market equity. VLUE.AX gives investors a diversified portfolio of 250 international developed market large- and mid-cap companies, with high value scores as calculated by MSCI at each rebalance. |
Top 3 holdings | ISHARES MSCI EAFE ETF (99.96 %) AUD CASH (0.04 %) USD CASH (0.00 %) | Micron Technology Inc (4.54 %) Salesforce Inc (2.98 %) Hewlett Packard Enterprise Co (2.08 %) |
Top 3 industries | Other (99.86 %) Communication Services (0.14 %) | Information Technology (52.67 %) Communication Services (17.78 %) Other (14.84 %) |
Top 3 countries | Japan (22.34 %) United Kingdom of Great Britain and Northern Ireland (14.41 %) Germany (9.65 %) | United States (45.12 %) Japan (22.90 %) United Kingdom of Great Britain and Northern Ireland (6.33 %) |
Management fee | 0.32 % | 0.4 % |
Key Summary
IVE | VLUE | |
|---|---|---|
Issuer | iShares | VanEck |
Tracking index | MSCI EAFE Index - USD - Benchmark TR Net | MSCI World ex Australia Index - AUD - Benchmark TR Net |
Asset class | ETF | ETF |
Management fee | 0.32 % | 0.4 % |
Price | $147.15 | $38.45 |
Size | $609.304 million | $634.477 million |
10Y return | 94.08 % | N/A |
Annual distribution yield (5Y) | 2.97 % | 6.23 % |
Market | ASX | ASX |
First listed date | 10/10/2007 | 09/03/2021 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IVE | VLUE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 92 | 82 |
Median incremental investment | $1,426.98 | $1,209.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $5,005.95 | $7,062.99 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
IVE | VLUE | |
|---|---|---|
Pros |
|
|
Cons |
|
|
IVE | VLUE |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
Lower exposure to US market | Higher exposure to US market |
Lower management fee | Higher management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |