Compare AU
Compare IVV vs. VDGR
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 Vanguard Diversified Growth Index ETF (VDGR). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
IVV | VDGR | |
|---|---|---|
Popularity | High | Low |
Pearlers invested | 16,312 | 113 |
Median incremental investment | $993.50 | $1,023.96 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,566.80 | $3,963.96 |
Average age group | 26 - 35 | > 35 |
Key Summary
IVV | VDGR | |
|---|---|---|
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. | VDGR.AX was created on 2017-11-20 by Vanguard. The fund's investment portfolio concentrates primarily on target outcome asset allocation. The Fund seeks to achieve its objective by employing a passive investment strategy that tracks the weighted average return of the various indices of the Underlying Funds in which the Fund invests, in proportion to the SAA for the Fund, before takinginto account fees, expenses and tax |
Top 3 holdings | Microsoft Corporation (6.95 %) Apple, Inc. (5.75 %) NVIDIA Corporation (5.10 %) | BHP Group Ltd. (3.01 %) Commonwealth Bank of Australia (2.40 %) CSL Ltd. (1.89 %) |
Top 3 industries | Other (99.97 %) Communication Services (0.00 %) | Other (31.32 %) Financials (13.67 %) Information Technology (9.13 %) |
Top 3 countries | United States (99.92 %) | United States (39.83 %) Australia (38.22 %) Japan (3.61 %) |
Management fee | 0.04 % | 0.27 % |
Key Summary
IVV | VDGR | |
|---|---|---|
Issuer | iShares | Vanguard |
Tracking index | S&P 500 | 28% S&P/ASX 300 Index - 20.5% MSCI World ex-Australia Index - 12.5% MSCI World ex Australia Hedged to AUD Index - 5% MSCI World ex-Australia Small Cap Index - 34% Other Benchmark |
Asset class | ETF | ETF |
Management fee | 0.04 % | 0.27 % |
Price | $56.11 | $60.38 |
Size | $9.913 billion | $1.222 million |
10Y return | 208.12 % | N/A |
Annual distribution yield (5Y) | 10.73 % | 5.06 % |
Market | ASX | ASX |
First listed date | 10/10/2007 | 22/11/2017 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IVV | VDGR | |
|---|---|---|
Popularity | High | Low |
Pearlers invested | 16,312 | 113 |
Median incremental investment | $993.50 | $1,023.96 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,566.80 | $3,963.96 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
IVV | VDGR | |
|---|---|---|
Pros |
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Cons |
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IVV | VDGR |
|---|---|
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 |