Compare AU
Compare IVV vs. SUBD
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 Aussie Subordinated Bonds (SUBD). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
IVV | SUBD | |
---|---|---|
Popularity | High | Low |
Pearlers invested | 12,503 | 18 |
Median incremental investment | $1,000.00 | $4,011.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,035.52 | $10,869.49 |
Average age group | 26 - 35 | > 35 |
Key Summary
IVV | SUBD | |
---|---|---|
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. | SUBD.AX was created on 2019-10-28 by VanEck. The fund's investment portfolio concentrates primarily on investment grade fixed income. SUBD.AX invests in a portfolio of subordinated bonds with the aim of providing investment returns before fees and other costs that track the performance of the Index. |
Top 3 holdings | Microsoft Corporation (6.95 %) Apple, Inc. (5.75 %) NVIDIA Corporation (5.10 %) | Commonwealth Bank of Australia (8.90 %) National Australia Bank Ltd. (7.15 %) ANZ Group Holdings Ltd. (6.31 %) |
Top 3 industries | Other (99.97 %) Communication Services (0.00 %) | |
Top 3 countries | United States (99.92 %) | |
Management fee | 0.04 % | 0.29 % |
Key Summary
IVV | SUBD | |
---|---|---|
Issuer | iShares | VanEck |
Tracking index | S&P 500 - AUD | iBoxx AUD Investment Grade Subordinated Debt Mid Price Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.04 % | 0.29 % |
Price | $63.23 | $25.21 |
Size | $10.019 billion | $2.029 billion |
10Y return | 283.18 % | N/A |
Annual distribution yield (5Y) | 13.82 % | 3.58 % |
Market | ASX | ASX |
First listed date | 10/10/2007 | 30/10/2019 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IVV | SUBD | |
---|---|---|
Popularity | High | Low |
Pearlers invested | 12,503 | 18 |
Median incremental investment | $1,000.00 | $4,011.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,035.52 | $10,869.49 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
IVV | SUBD | |
---|---|---|
Pros |
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Cons |
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IVV | SUBD |
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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 |