Compare AU

Compare IVV vs. USD

Compare shares and ETFs on the ASX that you can trade on Pearler.

iShares S&P 500 ETF

ASX

Buy

Buy

Overview
Performance

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 U.S. Dollar ETF (USD). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

IVV

USD

Popularity

High

Low

Pearlers invested

14,328

4

Median incremental investment

$995.94

$1,978.27

Median investment frequency

Monthly

Monthly

Median total investment

$2,963.32

$1,023.75

Average age group

26 - 35

> 35


Key Summary

IVV

USD

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.

USD.AX was created on 2011-01-31 by BetaShares. The fund's investment portfolio concentrates primarily on long usd, short aud currency. USD.AX aims to track the performance of the U.S. dollar against the Australian dollar (before fees and expenses). If the U.S. dollar goes up 10% against the A$ the Fund is designed to go up 10% too, before fees and expenses. Conversely, the Fund will go down if the U.S. dollar falls.

Top 3 holdings

Microsoft Corporation (6.95 %)

Apple, Inc. (5.75 %)

NVIDIA Corporation (5.10 %)

AUD - AUSTRALIA DOLLAR (0.00 %)

Top 3 industries

Other (99.97 %)

Communication Services (0.00 %)

Other (99.98 %)

Communication Services (0.00 %)

Top 3 countries

United States (99.92 %)

Management fee

0.04 %

0.45 %


Key Summary

IVV

USD

Issuer

iShares

BetaShares

Tracking index

S&P 500 - AUD

Asset class

ETF

ETF

Management fee

0.04 %

0.45 %

Price

$64.42

$15.75

Size

$11.228 billion

$83.399 million

10Y return

262.87 %

24.41 %

Annual distribution yield (5Y)

12.27 %

1.74 %

Market

ASX

ASX

First listed date

10/10/2007

01/02/2011

Purchase fee

$6.50

$6.50


Community Stats

IVV

USD

Popularity

High

Low

Pearlers invested

14,328

4

Median incremental investment

$995.94

$1,978.27

Median investment frequency

Monthly

Monthly

Median total investment

$2,963.32

$1,023.75

Average age group

26 - 35

> 35


Pros and Cons

IVV

USD

Pros

  • Higher exposure to US market

  • Lower management fee

  • Higher price growth

  • Higher distribution yield

Cons

  • Lower exposure to US market

  • Higher management fee

  • Lower price growth

  • Lower distribution yield

IVV

USD

Higher exposure to US market

Lower exposure to US market

Lower management fee

Higher management fee

Higher price growth

Lower price growth

Higher distribution yield

Lower distribution yield

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