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Compare IWLD vs. IHVV
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 Core MSCI World Ex Australia Esg ETF (IWLD) and the iShares S&P 500 Aud Hedged ETF (IHVV). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
IWLD | IHVV | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 290 | 290 |
Median incremental investment | $1,500.00 | $1,535.02 |
Median investment frequency | Monthly | Monthly |
Median total investment | $5,534.15 | $5,872.14 |
Average age group | > 35 | > 35 |
Key Summary
IWLD | IHVV | |
|---|---|---|
Strategy | The IWLD ETF seeks to track the performance of the MSCI World ex-Australia Custom ESG Leaders Index before considering any fees, expenses, and taxes. | IHVV.AX was created on 2014-12-15 by iShares. The fund's investment portfolio concentrates primarily on large cap equity. The fund aims to provide investors with the performance of the S&P 500 Hedged AUD Index, before fees and expenses. The index is designed to measure the AUD hedged performance of large capitalisation US equities. |
Top 3 holdings | NVIDIA CORP (11.13 %) MICROSOFT CORP (6.61 %) ALPHABET INC CLASS A (5.14 %) | ISHARES CORE S&P ETF TRUST (99.40 %) USD/AUD (4.64 %) AUD CASH (0.29 %) |
Top 3 industries | Information Technology (31.91 %) Financials (15.96 %) Industrials (10.92 %) | Other (99.94 %) Communication Services (0.06 %) |
Top 3 countries | United States (73.71 %) Japan (6.26 %) Canada (3.34 %) | United States (99.47 %) Switzerland (0.25 %) China (0.12 %) |
Management fee | 0.09 % | 0.1 % |
Key Summary
IWLD | IHVV | |
|---|---|---|
Issuer | iShares | iShares |
Tracking index | MSCI World Ex Australia Custom ESG Leaders Index - AUD - Benchmark TR Net | S&P 500 Hedged to AUD Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.09 % | 0.1 % |
Price | $72.99 | $68.30 |
Size | $1.967 billion | $4.310 billion |
10Y return | 179.66 % | 153.92 % |
Annual distribution yield (5Y) | 2.75 % | 1.79 % |
Market | ASX | ASX |
First listed date | 28/04/2016 | 18/12/2014 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IWLD | IHVV | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 290 | 290 |
Median incremental investment | $1,500.00 | $1,535.02 |
Median investment frequency | Monthly | Monthly |
Median total investment | $5,534.15 | $5,872.14 |
Average age group | > 35 | > 35 |
Pros and Cons
IWLD | IHVV | |
|---|---|---|
Pros |
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Cons |
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IWLD | IHVV |
|---|---|
Lower exposure to US market | Higher exposure to US market |
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |