Compare AU

Compare IVV vs. AQLT

Compare shares and ETFs on the ASX that you can trade on Pearler.

S&P US 500

ASX

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Buy

Overview
Performance

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 S&P US 500 (IVV) and the BetaShares Australian Quality ETF (AQLT). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

IVV

AQLT

Popularity

High

Low

Pearlers invested

13,310

40

Median incremental investment

$1,000.00

$3,421.31

Median investment frequency

Monthly

Monthly

Median total investment

$2,980.27

$5,213.12

Average age group

26 - 35

> 35


Key Summary

IVV

AQLT

Strategy

iShares S&P 500 ETF (ASX: IVV) seeks to track the performance of the US S&P 500 index before account fees, expenses, and taxes. The index tracks the top 500 companies on the US stock market.

AQLT.AX was created on 2022-04-04 by BetaShares. The fund's investment portfolio concentrates primarily on total market equity. AQLT.AX aims to track an index (before fees and expenses) that comprises 40 high quality companies, selected based on three quality metrics high return on equity, low leverage and relative earnings stability.

Top 3 holdings

Microsoft Corporation (6.95 %)

Apple, Inc. (5.75 %)

NVIDIA Corporation (5.10 %)

SPI 200 FUTURES MAR25 (0 %)

TELSTRA GROUP LTD (6.85 %)

COMMONWEALTH BANK OF AUSTRALIA (6.73 %)

Top 3 industries

Other (99.97 %)

Communication Services (0.00 %)

Financials (39.49 %)

Materials (11.88 %)

Consumer Discretionary (11.15 %)

Top 3 countries

United States (99.92 %)

Australia (95.56 %)

United States (3.31 %)

China (1.13 %)

Management fee

0.04 %

0.35 %


Key Summary

IVV

AQLT

Issuer

iShares

BetaShares

Tracking index

S&P 500 - AUD

Solactive Australia 200 Index - AUD

Asset class

ETF

ETF

Management fee

0.04 %

0.35 %

Price

$62.95

$30.62

Size

$11.207 billion

$347.578 million

10Y return

277.04 %

N/A

Annual distribution yield (5Y)

12.21 %

2.12 %

Market

ASX

ASX

First listed date

10/10/2007

05/04/2022

Purchase fee

$6.50

$6.50


Community Stats

IVV

AQLT

Popularity

High

Low

Pearlers invested

13,310

40

Median incremental investment

$1,000.00

$3,421.31

Median investment frequency

Monthly

Monthly

Median total investment

$2,980.27

$5,213.12

Average age group

26 - 35

> 35


Pros and Cons

IVV

AQLT

Pros

  • Higher exposure to US market

  • Lower management fee

  • Higher price growth

  • Higher exposure to AU market

  • Higher distribution yield

Cons

  • Lower exposure to AU market

  • Lower distribution yield

  • Lower exposure to US market

  • Higher management fee

  • Lower price growth

IVV

AQLT

Lower exposure to AU market

Higher exposure to AU market

Higher exposure to US market

Lower exposure to US market

Lower management fee

Higher management fee

Higher price growth

Lower price growth

Lower distribution yield

Higher distribution yield

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