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 | 14,223 | 9 |
Median incremental investment | $996.50 | $2,029.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,965.16 | $4,381.98 |
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 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 | Microsoft Corporation (6.95 %) Apple, Inc. (5.75 %) NVIDIA Corporation (5.10 %) | INCITEC PIVOT LTD (4.94 %) CLEANAWAY WASTE MANAGEMENT LTD (4.71 %) HUB24 LTD (4.12 %) |
Top 3 industries | Other (99.97 %) Communication Services (0.00 %) | Materials (27.75 %) Consumer Discretionary (24.71 %) Industrials (12.62 %) |
Top 3 countries | United States (99.92 %) | Australia (98.15 %) China (1.85 %) |
Management fee | 0.04 % | 0.39 % |
Key Summary
IVV | SMLL | |
|---|---|---|
Issuer | iShares | BetaShares |
Tracking index | S&P 500 - AUD | |
Asset class | ETF | ETF |
Management fee | 0.04 % | 0.39 % |
Price | $64.06 | $3.70 |
Size | $11.228 billion | $94.341 million |
10Y return | 264.68 % | N/A |
Annual distribution yield (5Y) | 12.27 % | 5.20 % |
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 | 14,223 | 9 |
Median incremental investment | $996.50 | $2,029.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,965.16 | $4,381.98 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
IVV | SMLL | |
|---|---|---|
Pros |
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Cons |
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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 |