Compare AU
Compare SMLL vs. IVV
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 BetaShares Aust Small Companies Select Fund (Managed Fund) (SMLL) and the iShares S&P 500 ETF (IVV). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
SMLL | IVV | |
|---|---|---|
Popularity | Low | High |
Pearlers invested | 9 | 12,809 |
Median incremental investment | $2,091.33 | $1,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,277.85 | $3,071.04 |
Average age group | > 35 | 26 - 35 |
Key Summary
SMLL | IVV | |
|---|---|---|
Strategy | SMLL.AX was created on 2017-04-07 by BetaShares. The fund's investment portfolio concentrates primarily on small cap equity. The fund aims to outperform the S&P/ASX Small Ordinaries Accumulation Index over the medium to long term (after fees and expenses) by investing in a portfolio of high quality, profitable small companies. | iShares S&P 500 ETF (ASX: IVV) seeks to track the performance of the US S&P 500 index before account fees, expenses, and taxes. The index tracks the top 500 companies on the US stock market. |
Top 3 holdings | CLEANAWAY WASTE MANAGEMENT LTD (4.75 %) INCITEC PIVOT LTD (4.68 %) PERSEUS MINING LTD (3.57 %) | Microsoft Corporation (6.95 %) Apple, Inc. (5.75 %) NVIDIA Corporation (5.10 %) |
Top 3 industries | Materials (26.52 %) Consumer Discretionary (23.94 %) Industrials (14.62 %) | Other (99.97 %) Communication Services (0.00 %) |
Top 3 countries | Australia (98.15 %) China (1.85 %) | United States (99.92 %) |
Management fee | 0.39 % | 0.04 % |
Key Summary
SMLL | IVV | |
|---|---|---|
Issuer | BetaShares | iShares |
Tracking index | S&P 500 - AUD | |
Asset class | ETF | ETF |
Management fee | 0.39 % | 0.04 % |
Price | $3.61 | $63.98 |
Size | $94.299 million | $10.705 billion |
10Y return | N/A | 271.07 % |
Annual distribution yield (5Y) | 5.16 % | 13.82 % |
Market | ASX | ASX |
First listed date | 11/04/2017 | 10/10/2007 |
Purchase fee | $6.50 | $6.50 |
Community Stats
SMLL | IVV | |
|---|---|---|
Popularity | Low | High |
Pearlers invested | 9 | 12,809 |
Median incremental investment | $2,091.33 | $1,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,277.85 | $3,071.04 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
SMLL | IVV | |
|---|---|---|
Pros |
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Cons |
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SMLL | IVV |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
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 |