Compare AU
Compare MOAT 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 Morningstar US 'Wide Moat' (MOAT) 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
MOAT | IHVV | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 523 | 164 |
Median incremental investment | $1,000.00 | $1,500.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,393.29 | $3,455.26 |
Average age group | > 35 | > 35 |
Key Summary
MOAT | IHVV | |
|---|---|---|
Strategy | The key objective of the MOAT fund is to track the performance of the Morningstar Wide Moat Focus NR AUD 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 | Salesforce Inc (3.26 %) Bristol-Myers Squibb Co (2.95 %) Autodesk Inc (2.90 %) | Microsoft Corporation (6.95 %) Apple, Inc. (5.75 %) NVIDIA Corporation (5.10 %) |
Top 3 industries | Other (23.89 %) Health Care (21.03 %) Information Technology (20.60 %) | Other (99.94 %) Communication Services (0.06 %) |
Top 3 countries | United States (98.74 %) Netherlands (1.26 %) | United States (94.52 %) |
Management fee | 0.49 % | 0.1 % |
Key Summary
MOAT | IHVV | |
|---|---|---|
Issuer | VanEck | iShares |
Tracking index | Morningstar Wide Moat Focus Index - AUD | S&P 500 Hedged to AUD Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.49 % | 0.1 % |
Price | $133.13 | $55.73 |
Size | $1.007 billion | $2.040 billion |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 3.81 % | 51.08 % |
Market | ASX | ASX |
First listed date | 26/06/2015 | 18/12/2014 |
Purchase fee | $6.50 | $6.50 |
Community Stats
MOAT | IHVV | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 523 | 164 |
Median incremental investment | $1,000.00 | $1,500.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,393.29 | $3,455.26 |
Average age group | > 35 | > 35 |
Pros and Cons
MOAT | IHVV | |
|---|---|---|
Pros |
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Cons |
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MOAT | IHVV |
|---|---|
Higher exposure to US market | Lower exposure to US market |
Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |