Compare AU
Compare IVV vs. AQLT
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 S&P 500 ETF (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 | 14,223 | 47 |
Median incremental investment | $996.50 | $3,025.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,965.16 | $5,328.97 |
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 %) COMMONWEALTH BANK OF AUSTRALIA (6.77 %) TELSTRA GROUP LTD (6.61 %) |
Top 3 industries | Other (99.97 %) Communication Services (0.00 %) | Financials (40.43 %) Materials (11.81 %) Consumer Discretionary (11.06 %) |
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 | $64.06 | $32.10 |
Size | $11.228 billion | $340.623 million |
10Y return | 264.68 % | N/A |
Annual distribution yield (5Y) | 12.27 % | 2.46 % |
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 | 14,223 | 47 |
Median incremental investment | $996.50 | $3,025.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,965.16 | $5,328.97 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
IVV | AQLT | |
|---|---|---|
Pros |
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Cons |
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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 |