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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, shares and ETFs are a popular choice. Two options in the ASX are QUAL and IHEB. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
QUAL | IHEB | |
|---|---|---|
Popularity | Medium | Low |
Pearlers invested | 1,402 | 3 |
Median incremental investment | $993.50 | $2,649.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,599.48 | $8,279.25 |
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 | Meta Platforms Inc Class A (5.30 %) Apple Inc (5.03 %) Microsoft Corp (4.68 %) | iShares J.P. Morgan Usd Emerging Markets (Aud Hedged) ETF (100 %) |
Top 3 industries | Information Technology (44.94 %) Communication Services (29.45 %) Financials (8.21 %) | 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 | $61.85 | $78.85 |
Size | $7.997 billion | $63.908 million |
10Y return | 225.53 % | -20.07 % |
Annual distribution/ dividend yield (5Y) | 2.05 % | 5.71 % |
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 | 1,402 | 3 |
Median incremental investment | $993.50 | $2,649.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,599.48 | $8,279.25 |
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 |