Compare AU
Compare IVV vs. HEUR
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 S&P US 500 (IVV) and the BetaShares Europe ETF-Currency Hedged (HEUR). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
IVV | HEUR | |
|---|---|---|
Popularity | High | Low |
Pearlers invested | 12,553 | 13 |
Median incremental investment | $1,000.00 | $1,226.66 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,048.96 | $4,251.43 |
Average age group | 26 - 35 | 26 - 35 |
Key Summary
IVV | HEUR | |
|---|---|---|
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. | HEUR.AX was created on 2016-05-10 by BetaShares. The fund's investment portfolio concentrates primarily on total market equity. The fund aims to track the performance of an index (before fees and expenses) that provides diversified exposure to the largest globally competitive Eurozone companies, hedged into Australian dollars. |
Top 3 holdings | Microsoft Corporation (6.95 %) Apple, Inc. (5.75 %) NVIDIA Corporation (5.10 %) | ASML HOLDING NV (9.15 %) SAP SE (4.47 %) LVMH MOET HENNESSY LOUIS VUITT (4.21 %) |
Top 3 industries | Other (99.97 %) Communication Services (0.00 %) | Other (99.49 %) Consumer Discretionary (6.36 %) Financials (4.65 %) |
Top 3 countries | United States (99.92 %) | France (31.14 %) Germany (29.68 %) Netherlands (15.99 %) |
Management fee | 0.04 % | 0.56 % |
Key Summary
IVV | HEUR | |
|---|---|---|
Issuer | iShares | BetaShares |
Tracking index | S&P 500 - AUD | S&P Eurozone Exporters AUD Hedged Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.04 % | 0.56 % |
Price | $63.52 | $14.51 |
Size | $10.979 billion | $44.235 million |
10Y return | 288.50 % | N/A |
Annual distribution yield (5Y) | 13.82 % | 5.82 % |
Market | ASX | ASX |
First listed date | 10/10/2007 | 12/05/2016 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IVV | HEUR | |
|---|---|---|
Popularity | High | Low |
Pearlers invested | 12,553 | 13 |
Median incremental investment | $1,000.00 | $1,226.66 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,048.96 | $4,251.43 |
Average age group | 26 - 35 | 26 - 35 |
Pros and Cons
IVV | HEUR | |
|---|---|---|
Pros |
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Cons |
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IVV | HEUR |
|---|---|
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 |