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Compare IVV vs. HCRD
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 Interest Rate Hedged Aus Corp Bond ETF (HCRD). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
IVV | HCRD | |
|---|---|---|
Popularity | High | Low |
Pearlers invested | 22,735 | 5 |
Median incremental investment | $993.50 | $7,320.35 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $2,905.82 | $49,752.78 |
Average age group | 26 - 35 | > 35 |
Key Summary
IVV | HCRD | |
|---|---|---|
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. | HCRD.AX was created on 2022-11-14 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 Investment Grade Corporate Bond Select DH Index, before taking into account fees and expenses. |
Top 3 holdings | ISHARES CORE S&P ETF TRUST (99.97 %) AUD CASH (0.08 %) USD/AUD (0.00 %) | AUST 10Y BOND FUT MAR26 (0 %) EMIRATES NBD BANK PJSC 5.913% JUN-35 (2.91 %) AROUNDTOWN SA 6.65% FEB-36 (2.40 %) |
Top 3 industries | Other (99.97 %) Communication Services (0.00 %) | Other (99.06 %) Communication Services (0.94 %) |
Top 3 countries | United States (99.47 %) Switzerland (0.25 %) China (0.12 %) | |
Management fee | 0.04 % | 0.29 % |
Key Summary
IVV | HCRD | |
|---|---|---|
Issuer | iShares | BetaShares |
Tracking index | S&P 500 | Solactive Australian Investment Grade Corporate Bond Select Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.04 % | 0.29 % |
Price | $62.74 | $25.33 |
Size | $12.583 billion | $244.422 million |
10Y return | 250.96 % | N/A |
Annual distribution yield (5Y) | 1.22 % | 3.46 % |
Market | ASX | ASX |
First listed date | 10/10/2007 | 15/11/2022 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IVV | HCRD | |
|---|---|---|
Popularity | High | Low |
Pearlers invested | 22,735 | 5 |
Median incremental investment | $993.50 | $7,320.35 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $2,905.82 | $49,752.78 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
IVV | HCRD | |
|---|---|---|
Pros |
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Cons |
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IVV | HCRD |
|---|---|
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 |