Compare AU
Compare IVV vs. BNDS
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 Western Asset Aus Bond Active ETF (BNDS). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
IVV | BNDS | |
|---|---|---|
Popularity | High | Low |
Pearlers invested | 14,432 | 13 |
Median incremental investment | $995.50 | $707.68 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,956.42 | $920.40 |
Average age group | 26 - 35 | > 35 |
Key Summary
IVV | BNDS | |
|---|---|---|
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. | BNDS.AX was created on 2018-11-07 by BetaShares. The fund's investment portfolio concentrates primarily on broad credit fixed income. The ETF currently has 787.87m in AUM and 379 holdings. The Fund aims to earn an after fee return in excess of the Bloomberg AusBond Composite 0+yr Index over rolling three year periods. |
Top 3 holdings | Microsoft Corporation (6.95 %) Apple, Inc. (5.75 %) NVIDIA Corporation (5.10 %) | AUSTRALIAN GOVERNMENT 2.75% MAY-41 (2.20 %) AUSTRALIAN GOVERNMENT 3.5% DEC-34 (1.77 %) AUSTRALIAN GOVERNMENT 3.75% MAY-34 (1.59 %) |
Top 3 industries | Other (99.97 %) Communication Services (0.00 %) | Other (99.56 %) Communication Services (0.44 %) |
Top 3 countries | United States (99.92 %) | |
Management fee | 0.04 % | 0.42 % |
Key Summary
IVV | BNDS | |
|---|---|---|
Issuer | iShares | BetaShares |
Tracking index | S&P 500 - AUD | Bloomberg AusBond Composite Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.04 % | 0.42 % |
Price | $64.22 | $23.52 |
Size | $11.469 billion | $799.233 million |
10Y return | 253.72 % | N/A |
Annual distribution yield (5Y) | 12.27 % | 2.49 % |
Market | ASX | ASX |
First listed date | 10/10/2007 | 16/11/2018 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IVV | BNDS | |
|---|---|---|
Popularity | High | Low |
Pearlers invested | 14,432 | 13 |
Median incremental investment | $995.50 | $707.68 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,956.42 | $920.40 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
IVV | BNDS | |
|---|---|---|
Pros |
|
|
Cons |
|
|
IVV | BNDS |
|---|---|
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 |