Compare AU
Compare IVV vs. BSUB
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 Aus Major Bank Subordinated Debt ETF (BSUB). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
IVV | BSUB | |
|---|---|---|
Popularity | High | Low |
Pearlers invested | 14,223 | 7 |
Median incremental investment | $996.50 | $7,504.38 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,965.16 | $5,013.65 |
Average age group | 26 - 35 | > 35 |
Key Summary
IVV | BSUB | |
|---|---|---|
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. | BSUB.AX was created on 2024-05-06 by BetaShares. The fund's investment portfolio concentrates primarily on investment grade fixed income. The investment objective of the Fund is to provide an investment return that aims to track the performance of the Solactive Australian Major Bank Subordinated FRN 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 %) | COMMONWEALTH BANK OF AUSTRALIA 5.74% AUG-31 (11.00 %) NATIONAL AUSTRALIA BANK LTD 6.4463% NOV-31 (10.84 %) AUSTRALIA & NEW ZEALAND BANKING GROUP LTD 6.2899% JAN-34 (8.34 %) |
Top 3 industries | Other (99.97 %) Communication Services (0.00 %) | |
Top 3 countries | United States (99.92 %) | |
Management fee | 0.04 % | 0.29 % |
Key Summary
IVV | BSUB | |
|---|---|---|
Issuer | iShares | BetaShares |
Tracking index | S&P 500 - AUD | Solactive Australian Major Bank Subordinated FRN Index - AUD - Benchmark TR Gross |
Asset class | ETF | ETF |
Management fee | 0.04 % | 0.29 % |
Price | $64.06 | $25.46 |
Size | $11.228 billion | $180.190 million |
10Y return | 264.68 % | N/A |
Annual distribution yield (5Y) | 12.27 % | 0.64 % |
Market | ASX | ASX |
First listed date | 10/10/2007 | 07/05/2024 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IVV | BSUB | |
|---|---|---|
Popularity | High | Low |
Pearlers invested | 14,223 | 7 |
Median incremental investment | $996.50 | $7,504.38 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,965.16 | $5,013.65 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
IVV | BSUB | |
|---|---|---|
Pros |
| |
Cons |
|
IVV | BSUB |
|---|---|
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 |