Compare AU
Compare QUAL vs. IHEB
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 MSCI Global 'Quality' (ex-AUS) (QUAL) and the J.P. Morgan USD Emerging Markets Bond (AUD Hedged) (IHEB). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
QUAL | IHEB | |
|---|---|---|
Popularity | Medium | Low |
Pearlers invested | 1,283 | 2 |
Median incremental investment | $858.17 | $4,196.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,414.46 | $20,393.10 |
Average age group | > 35 | > 35 |
Key Summary
QUAL | IHEB | |
|---|---|---|
Strategy | QUAL's key objective is to invest in high-quality companies that have outperformed the market over the long term compared to global equity benchmarks. | IHEB.AX was created on 2015-12-04 by iShares. The fund's investment portfolio concentrates primarily on broad credit fixed income. The fund aims to provide investors with the performance of the J.P. Morgan EMBI Global Core Index (AUD Hedged), before fees and expenses. The index is designed to measure the AUD hedged performance of U.S. dollar denominated fixed and/or floating rate emerging market bonds issued by sovereign and quasi-sovereign entities. |
Top 3 holdings | Apple Inc (5.44 %) Meta Platforms Inc Class A (5.28 %) Microsoft Corp (5.15 %) | iShares JP Morgan $ EM Bond ETF USD Dist (101.57 %) |
Top 3 industries | Information Technology (42.60 %) Health Care (21.41 %) Communication Services (21.39 %) | Other (98.67 %) Communication Services (1.33 %) |
Top 3 countries | United States (77.74 %) Switzerland (4.98 %) United Kingdom of Great Britain and Northern Ireland (4.22 %) | |
Management fee | 0.4 % | 0.51 % |
Key Summary
QUAL | IHEB | |
|---|---|---|
Issuer | VanEck | iShares |
Tracking index | MSCI World ex Australia Quality Index - AUD | J.P. Morgan EMBI Global Core Hedged to AUD Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.4 % | 0.51 % |
Price | $58.87 | $74.70 |
Size | $6.842 billion | $68.363 million |
10Y return | 261.17 % | N/A |
Annual distribution yield (5Y) | 1.85 % | 5.56 % |
Market | ASX | ASX |
First listed date | 31/10/2014 | 09/12/2015 |
Purchase fee | $6.50 | $6.50 |
Community Stats
QUAL | IHEB | |
|---|---|---|
Popularity | Medium | Low |
Pearlers invested | 1,283 | 2 |
Median incremental investment | $858.17 | $4,196.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,414.46 | $20,393.10 |
Average age group | > 35 | > 35 |
Pros and Cons
QUAL | IHEB | |
|---|---|---|
Pros |
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Cons |
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QUAL | IHEB |
|---|---|
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 |