Compare AU
Compare IVV vs. HGBL
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 Global Shares ETF - Currency Hedged (HGBL). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
IVV | HGBL | |
|---|---|---|
Popularity | High | Low |
Pearlers invested | 12,531 | 59 |
Median incremental investment | $1,000.00 | $3,999.37 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,035.04 | $15,622.56 |
Average age group | 26 - 35 | 26 - 35 |
Key Summary
IVV | HGBL | |
|---|---|---|
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. | HGBL.AX was created on 2023-05-16 by BetaShares. The fund's investment portfolio concentrates primarily on total market equity. The investment objective of each Fund is to provide an investment return, before fees and expenses, that aims to track the performance of the relevant Index. |
Top 3 holdings | Microsoft Corporation (6.95 %) Apple, Inc. (5.75 %) NVIDIA Corporation (5.10 %) | Betashares Global Shares ETF (100.00 %) |
Top 3 industries | Other (99.97 %) Communication Services (0.00 %) | Other (29.91 %) Information Technology (23.98 %) Health Care (8.49 %) |
Top 3 countries | United States (99.92 %) | United States (71.69 %) Japan (6.93 %) United Kingdom of Great Britain and Northern Ireland (3.99 %) |
Management fee | 0.04 % | 0.11 % |
Key Summary
IVV | HGBL | |
|---|---|---|
Issuer | iShares | BetaShares |
Tracking index | S&P 500 - AUD | Solactive GBS Developed Markets ex Australia Large & Mid Cap Index - AUD - Benchmark TR Net |
Asset class | ETF | ETF |
Management fee | 0.04 % | 0.11 % |
Price | $63.46 | $68.52 |
Size | $10.019 billion | $1.064 billion |
10Y return | 286.88 % | N/A |
Annual distribution yield (5Y) | 13.82 % | 0.43 % |
Market | ASX | ASX |
First listed date | 10/10/2007 | 17/05/2023 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IVV | HGBL | |
|---|---|---|
Popularity | High | Low |
Pearlers invested | 12,531 | 59 |
Median incremental investment | $1,000.00 | $3,999.37 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,035.04 | $15,622.56 |
Average age group | 26 - 35 | 26 - 35 |
Pros and Cons
IVV | HGBL | |
|---|---|---|
Pros |
| |
Cons |
|
IVV | HGBL |
|---|---|
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 |