Compare AU

Compare IVV vs. CGHE

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

S&P US 500

ASX

Buy

Buy

Overview
Performance

Overview

When it comes to investing in the Australian stock market, shares and ETFs are a popular choice. Two options in the ASX are IVV and CGHE. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

IVV

CGHE

Popularity

High

Low

Pearlers invested

12,553

1

Median incremental investment

$1,000.00

$2,594.00

Median investment frequency

Monthly

Monthly

Median total investment

$3,048.96

$2,727.95

Average age group

26 - 35

> 35


Key Summary

IVV

CGHE

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.

N/A

Top 3 holdings

Microsoft Corporation (6.95 %)

Apple, Inc. (5.75 %)

NVIDIA Corporation (5.10 %)

Claremont Global Fund (Hedged) (Managed Fund) (100 %)

Top 3 industries

Other (99.97 %)

Communication Services (0.00 %)

Top 3 countries

United States (99.92 %)

Management fee

0.04 %

0 %


Key Summary

IVV

CGHE

Issuer

iShares

Tracking index

S&P 500 - AUD

Asset class

ETF

Stock

Management fee

0.04 %

0 %

Price

$63.52

$1.815

Size

$10.979 billion

N/A

10Y return

288.50 %

N/A

Annual distribution/ dividend yield (5Y)

13.82 %

- %

Market

ASX

ASX

First listed date

10/10/2007

11/02/2024

Purchase fee

$6.50

$6.50


Community Stats

IVV

CGHE

Popularity

High

Low

Pearlers invested

12,553

1

Median incremental investment

$1,000.00

$2,594.00

Median investment frequency

Monthly

Monthly

Median total investment

$3,048.96

$2,727.95

Average age group

26 - 35

> 35


Pros and Cons

IVV

CGHE

Pros

  • Exposure to more markets and sectors

  • Higher price growth

  • Higher dividend/distribution yield

Cons

  • Exposure to 1 market and 1 sector only

  • Lower price growth

  • Lower dividend/distribution yield

IVV

CGHE

Exposure to more markets and sectors

Exposure to 1 market and 1 sector only

Higher price growth

Lower price growth

Higher dividend/distribution yield

Lower dividend/distribution yield

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