Back
Compare AU
Compare ROBO 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 Global X Robo Global Robotics & Automation ETF (ROBO) and the iShares S&P 500 Aud Hedged ETF (IHVV). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
ROBO | IHVV | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 609 | 290 |
Median incremental investment | $669.00 | $1,535.02 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,384.80 | $5,872.14 |
Average age group | > 35 | > 35 |
Key Summary
ROBO | IHVV | |
|---|---|---|
Strategy | ROBO.AX was created on 2017-09-13 by Global X. The fund's investment portfolio concentrates primarily on theme equity. The Fund aims to provide investors with a return that (before fees and expenses) tracks the performance of the ROBO.AX Global Robotics and Automation Index (the Index) | 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 | Intuitive Surgical Inc (1.98 %) Fanuc Corp (1.75 %) Teradyne Inc (1.72 %) | ISHARES CORE S&P ETF TRUST (99.40 %) USD/AUD (4.64 %) AUD CASH (0.29 %) |
Top 3 industries | Industrials (52.46 %) Information Technology (47.54 %) Consumer Staples (15.08 %) | Other (99.94 %) Communication Services (0.06 %) |
Top 3 countries | United States (41.45 %) Japan (20.62 %) Germany (9.23 %) | United States (99.47 %) Switzerland (0.25 %) China (0.12 %) |
Management fee | 0.82 % | 0.1 % |
Key Summary
ROBO | IHVV | |
|---|---|---|
Issuer | Global X | iShares |
Tracking index | ROBO Global Robotics and Automation TR Index | S&P 500 Hedged to AUD Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.82 % | 0.1 % |
Price | $91.58 | $68.30 |
Size | $325.483 million | $4.310 billion |
10Y return | N/A | 153.92 % |
Annual distribution yield (5Y) | 3.80 % | 1.79 % |
Market | ASX | ASX |
First listed date | 14/09/2017 | 18/12/2014 |
Purchase fee | $6.50 | $6.50 |
Community Stats
ROBO | IHVV | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 609 | 290 |
Median incremental investment | $669.00 | $1,535.02 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,384.80 | $5,872.14 |
Average age group | > 35 | > 35 |
Pros and Cons
ROBO | IHVV | |
|---|---|---|
Pros |
|
|
Cons |
|
|
ROBO | IHVV |
|---|---|
Lower exposure to US market | Higher exposure to US market |
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |