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Compare AU
Compare IVV vs. HVST
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 Australian Dividend Harvester Active ETF (HVST). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
IVV | HVST | |
|---|---|---|
Popularity | High | Low |
Pearlers invested | 20,327 | 67 |
Median incremental investment | $993.50 | $990.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,227.02 | $2,104.44 |
Average age group | 26 - 35 | > 35 |
Key Summary
IVV | HVST | |
|---|---|---|
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. | HVST.AX was created on 2014-10-29 by BetaShares. The fund's investment portfolio concentrates primarily on large cap equity. HVST.AX aims to provide exposure to large-cap Australian shares, along with the potential for franked income that is at least 1.5x the yield of the Australian broad sharemarket on an annual basis. |
Top 3 holdings | ISHARES CORE S&P ETF TRUST (99.97 %) AUD CASH (0.08 %) USD/AUD (0.00 %) | SPI 200 FUTURES DEC25 (0 %) BETASHARES AUSTRALIA 200 ETF (24.80 %) BHP GROUP LTD (8.75 %) |
Top 3 industries | Other (99.97 %) Communication Services (0.00 %) | Other (50.68 %) Financials (12.82 %) Health Care (6.32 %) |
Top 3 countries | United States (99.41 %) Switzerland (0.28 %) Netherlands (0.13 %) | Australia (97.05 %) United States (2.00 %) United Kingdom of Great Britain and Northern Ireland (0.56 %) |
Management fee | 0.04 % | 0.65 % |
Key Summary
IVV | HVST | |
|---|---|---|
Issuer | iShares | BetaShares |
Tracking index | S&P 500 | |
Asset class | ETF | ETF |
Management fee | 0.04 % | 0.65 % |
Price | $69.12 | $13.46 |
Size | $12.918 billion | $278.879 million |
10Y return | 254.77 % | -36.60 % |
Annual distribution yield (5Y) | 1.24 % | 5.39 % |
Market | ASX | ASX |
First listed date | 10/10/2007 | 03/11/2014 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IVV | HVST | |
|---|---|---|
Popularity | High | Low |
Pearlers invested | 20,327 | 67 |
Median incremental investment | $993.50 | $990.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,227.02 | $2,104.44 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
IVV | HVST | |
|---|---|---|
Pros |
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Cons |
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IVV | HVST |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
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 |