Compare AU
Compare IYLD vs. IVE
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 Yield Plus ETF (IYLD) and the iShares MSCI EAFE ETF (IVE). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
IYLD | IVE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 33 |
Median incremental investment | $199.50 | $1,818.34 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,598.40 | $7,080.06 |
Average age group | 26 - 35 | > 35 |
Key Summary
IYLD | IVE | |
|---|---|---|
Strategy | IYLD.AX was created on 2020-05-27 by iShares. The fund's investment portfolio concentrates primarily on investment grade fixed income. The Fund aims to provide investors with the performance of an index, before fees and expenses. The index is designed to measure the performance of the Australian corporate bond market (excluding issuers ANZ, CBA, NAB and WBC). | IVE.AX was created on 2001-08-14 by iShares. The fund's investment portfolio concentrates primarily on total market equity. The fund aims to provide investors with the performance of the MSCI EAFE Index, before fees and expenses. The index is designed to measure the performance of stocks from Europe, Australasia and the Far East and may include large- or mid-capitalisation companies. |
Top 3 holdings | LIBERTY FINANCIAL PTY LTD MTN RegS (1.64 %) NEWCASTLE GREATER MUTUAL GROUP LTD MTN RegS (1.62 %) CIP FUNDING PTY LTD MTN RegS (1.48 %) | ASML Holding NV (2.39 %) Moelis & Company (1.49 %) SHELL PLC - ADS (1.23 %) |
Top 3 industries | Other (98.64 %) Financials (1.30 %) Consumer Discretionary (1.10 %) | Other (99.86 %) Communication Services (0.14 %) |
Top 3 countries | United States (99.97 %) | |
Management fee | 0.12 % | 0.32 % |
Key Summary
IYLD | IVE | |
|---|---|---|
Issuer | iShares | iShares |
Tracking index | Bloomberg AusBond Credit and FRN Ex Big 4 Banks Index - AUD | MSCI EAFE |
Asset class | ETF | ETF |
Management fee | 0.12 % | 0.32 % |
Price | $99.90 | $122.07 |
Size | $50.848 million | $502.943 million |
10Y return | N/A | 59.46 % |
Annual distribution yield (5Y) | 2.43 % | 2.56 % |
Market | ASX | ASX |
First listed date | 28/05/2020 | 10/10/2007 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IYLD | IVE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 33 |
Median incremental investment | $199.50 | $1,818.34 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,598.40 | $7,080.06 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
IYLD | IVE | |
|---|---|---|
Pros |
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Cons |
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IYLD | IVE |
|---|---|
Lower exposure to US market | Higher exposure to US market |
Lower management fee | Higher management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |