Compare AU
Compare IVV vs. IHEB
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 J.P. Morgan USD Emerging Markets Bond (AUD Hedged) (IHEB). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
IVV | IHEB | |
|---|---|---|
Popularity | High | Low |
Pearlers invested | 12,553 | 2 |
Median incremental investment | $1,000.00 | $4,196.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,048.96 | $20,393.10 |
Average age group | 26 - 35 | > 35 |
Key Summary
IVV | IHEB | |
|---|---|---|
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. | IHEB.AX was created on 2015-12-04 by iShares. The fund's investment portfolio concentrates primarily on broad credit fixed income. The fund aims to provide investors with the performance of the J.P. Morgan EMBI Global Core Index (AUD Hedged), before fees and expenses. The index is designed to measure the AUD hedged performance of U.S. dollar denominated fixed and/or floating rate emerging market bonds issued by sovereign and quasi-sovereign entities. |
Top 3 holdings | Microsoft Corporation (6.95 %) Apple, Inc. (5.75 %) NVIDIA Corporation (5.10 %) | iShares JP Morgan $ EM Bond ETF USD Dist (101.57 %) |
Top 3 industries | Other (99.97 %) Communication Services (0.00 %) | Other (98.67 %) Communication Services (1.33 %) |
Top 3 countries | United States (99.92 %) | |
Management fee | 0.04 % | 0.51 % |
Key Summary
IVV | IHEB | |
|---|---|---|
Issuer | iShares | iShares |
Tracking index | S&P 500 - AUD | J.P. Morgan EMBI Global Core Hedged to AUD Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.04 % | 0.51 % |
Price | $63.52 | $74.70 |
Size | $10.979 billion | $69.612 million |
10Y return | 287.25 % | N/A |
Annual distribution yield (5Y) | 13.82 % | 5.56 % |
Market | ASX | ASX |
First listed date | 10/10/2007 | 09/12/2015 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IVV | IHEB | |
|---|---|---|
Popularity | High | Low |
Pearlers invested | 12,553 | 2 |
Median incremental investment | $1,000.00 | $4,196.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,048.96 | $20,393.10 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
IVV | IHEB | |
|---|---|---|
Pros |
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Cons |
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IVV | IHEB |
|---|---|
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 |