Back
Compare AU
Compare IVV vs. ESTX
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 Global X Euro Stoxx 50 ETF (ESTX). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
IVV | ESTX | |
|---|---|---|
Popularity | High | Low |
Pearlers invested | 18,695 | 105 |
Median incremental investment | $993.50 | $1,017.38 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,047.96 | $3,489.09 |
Average age group | 26 - 35 | > 35 |
Key Summary
IVV | ESTX | |
|---|---|---|
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. | ESTX.AX was created on 2016-07-19 by ETFS. The fund's investment portfolio concentrates primarily on large cap equity. ETFS EURO STOXX 50 ETF (ESTX.AX) aims to provide investors with a return that (before fees and expenses) tracks the performance of the EURO STOXX 50 Index by holding all of the shares that make up the index closely in proportion to their index weights. |
Top 3 holdings | Microsoft Corporation (6.95 %) Apple, Inc. (5.75 %) NVIDIA Corporation (5.10 %) | SAP SE (6.67 %) ASML Holding NV (6.43 %) Siemens AG (4.48 %) |
Top 3 industries | Other (99.97 %) Communication Services (0.00 %) | Information Technology (32.54 %) Industrials (26.97 %) Financials (17.62 %) |
Top 3 countries | United States (99.92 %) | France (36.93 %) Germany (27.26 %) Netherlands (16.92 %) |
Management fee | 0.04 % | 0.35 % |
Key Summary
IVV | ESTX | |
|---|---|---|
Issuer | iShares | ETFS |
Tracking index | S&P 500 | Euro STOXX 50 |
Asset class | ETF | ETF |
Management fee | 0.04 % | 0.35 % |
Price | $65.73 | $105.69 |
Size | $11.902 billion | $366.665 million |
10Y return | 254.60 % | N/A |
Annual distribution yield (5Y) | 1.28 % | 3.18 % |
Market | ASX | ASX |
First listed date | 10/10/2007 | 21/07/2016 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IVV | ESTX | |
|---|---|---|
Popularity | High | Low |
Pearlers invested | 18,695 | 105 |
Median incremental investment | $993.50 | $1,017.38 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,047.96 | $3,489.09 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
IVV | ESTX | |
|---|---|---|
Pros |
|
|
Cons |
|
|
IVV | ESTX |
|---|---|
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 |