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Compare LHGG 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 Lakehouse Global Growth Fund Active ETF (LHGG) and the S&P US 500 (AUD Hedged) (IHVV). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
LHGG | IHVV | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 70 | 246 |
Median incremental investment | $1,541.76 | $1,509.51 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,946.27 | $4,512.86 |
Average age group | > 35 | > 35 |
Key Summary
LHGG | IHVV | |
|---|---|---|
Strategy | LHGG.AX was created on 2017-12-01 by Global X. The fund's investment portfolio concentrates primarily on total market equity. The Funds investment objective is to provide long-term capital growth and to outperform the MSCI All Country World Index Net Total Returns in AUD over rolling five-year periods (after fees and expenses but before 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 | MercadoLibre Inc (13.97 %) Sansan Inc (7.25 %) Adyen NV (6.61 %) | ISHARES CORE S&P ETF TRUST (100.37 %) AUD CASH (0.02 %) USD/AUD (0.00 %) |
Top 3 industries | Consumer Discretionary (29.58 %) Information Technology (20.26 %) Communication Services (17.49 %) | Other (99.94 %) Communication Services (0.06 %) |
Top 3 countries | United States (54.80 %) Canada (12.71 %) Brazil (12.45 %) | United States (99.47 %) Switzerland (0.25 %) China (0.12 %) |
Management fee | 0 % | 0.1 % |
Key Summary
LHGG | IHVV | |
|---|---|---|
Issuer | Global X | iShares |
Tracking index | MSCI All Country World Index - Benchmark TR Net | S&P 500 Hedged to AUD Index - AUD |
Asset class | ETF | ETF |
Management fee | 0 % | 0.1 % |
Price | $1.635 | $61.82 |
Size | N/A | $3.286 billion |
10Y return | N/A | 146.37 % |
Annual distribution yield (5Y) | 10.81 % | 5.32 % |
Market | ASX | ASX |
First listed date | 06/04/2025 | 18/12/2014 |
Purchase fee | $6.50 | $6.50 |
Community Stats
LHGG | IHVV | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 70 | 246 |
Median incremental investment | $1,541.76 | $1,509.51 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,946.27 | $4,512.86 |
Average age group | > 35 | > 35 |
Pros and Cons
LHGG | IHVV | |
|---|---|---|
Pros |
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Cons |
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LHGG | IHVV |
|---|---|
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 |