Back
Compare AU
Compare IVV vs. SMLL
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 Small Companies Select ETF (SMLL). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
IVV | SMLL | |
|---|---|---|
Popularity | High | Low |
Pearlers invested | 23,565 | 22 |
Median incremental investment | $973.77 | $2,011.93 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $3,137.66 | $2,128.50 |
Average age group | 26 - 35 | > 35 |
Key Summary
IVV | SMLL | |
|---|---|---|
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. | SMLL.AX was created on 2017-04-07 by BetaShares. The fund's investment portfolio concentrates primarily on small cap equity. The ETF currently has 329.89m in AUM and 59 holdings. The fund aims to outperform the S&P/ASX Small Ordinaries Accumulation Index over the medium to long term (after fees and expenses) by investing in a portfolio of high quality, profitable small companies. |
Top 3 holdings | ISHARES CORE S&P ETF TRUST (99.95 %) AUD CASH (0.13 %) USD/AUD (0.00 %) | SPI 200 FUTURES JUN26 (0 %) CLEANAWAY WASTE MANAGEMENT LTD (4.53 %) EAGERS AUTOMOTIVE LTD (4.34 %) |
Top 3 industries | Other (99.97 %) Communication Services (0.00 %) | Materials (32.78 %) Consumer Discretionary (18.57 %) Real Estate (11.77 %) |
Top 3 countries | United States (99.47 %) Switzerland (0.25 %) China (0.12 %) | Australia (96.92 %) China (3.08 %) |
Management fee | 0.04 % | 0.39 % |
Key Summary
IVV | SMLL | |
|---|---|---|
Issuer | iShares | BetaShares |
Tracking index | S&P 500 | |
Asset class | ETF | ETF |
Management fee | 0.04 % | 0.39 % |
Price | $68.55 | $4.30 |
Size | $12.937 billion | $328.030 million |
10Y return | 262.84 % | N/A |
Annual distribution yield (5Y) | 1.21 % | 4.29 % |
Market | ASX | ASX |
First listed date | 10/10/2007 | 11/04/2017 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IVV | SMLL | |
|---|---|---|
Popularity | High | Low |
Pearlers invested | 23,565 | 22 |
Median incremental investment | $973.77 | $2,011.93 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $3,137.66 | $2,128.50 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
IVV | SMLL | |
|---|---|---|
Pros |
|
|
Cons |
|
|
IVV | SMLL |
|---|---|
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 |