Compare AU
Compare IVV vs. BGBL
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 Global Shares ETF (BGBL). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
IVV | BGBL | |
|---|---|---|
Popularity | High | Low |
Pearlers invested | 15,049 | 451 |
Median incremental investment | $994.00 | $2,046.64 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,751.26 | $9,662.80 |
Average age group | 26 - 35 | 26 - 35 |
Key Summary
IVV | BGBL | |
|---|---|---|
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. | BGBL.AX was created on 2023-05-09 by BetaShares. The fund's investment portfolio concentrates primarily on total market equity. The investment objective of the Betashares Global Shares ETF is to provide an investment return that aims to track the performance of the Solactive GBS Developed Markets ex Australia Large & Mid Cap Index (the Index), before taking into account fees and expenses. |
Top 3 holdings | Microsoft Corporation (6.95 %) Apple, Inc. (5.75 %) NVIDIA Corporation (5.10 %) | APPLE INC (5.08 %) MICROSOFT CORP (4.24 %) NVIDIA CORP (3.82 %) |
Top 3 industries | Other (99.97 %) Communication Services (0.00 %) | Other (30.37 %) Information Technology (22.00 %) Financials (8.96 %) |
Top 3 countries | United States (99.92 %) | United States (71.89 %) Japan (6.55 %) United Kingdom of Great Britain and Northern Ireland (3.85 %) |
Management fee | 0.04 % | 0.08 % |
Key Summary
IVV | BGBL | |
|---|---|---|
Issuer | iShares | BetaShares |
Tracking index | S&P 500 - AUD | Solactive GBS Developed Markets ex Australia Large & Mid Cap Index - AUD - Benchmark TR Net |
Asset class | ETF | ETF |
Management fee | 0.04 % | 0.08 % |
Price | $59.09 | $71.05 |
Size | $11.172 billion | N/A |
10Y return | 226.31 % | N/A |
Annual distribution yield (5Y) | 12.27 % | 0.35 % |
Market | ASX | ASX |
First listed date | 10/10/2007 | 10/05/2023 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IVV | BGBL | |
|---|---|---|
Popularity | High | Low |
Pearlers invested | 15,049 | 451 |
Median incremental investment | $994.00 | $2,046.64 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,751.26 | $9,662.80 |
Average age group | 26 - 35 | 26 - 35 |
Pros and Cons
IVV | BGBL | |
|---|---|---|
Pros |
| |
Cons |
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IVV | BGBL |
|---|---|
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 |