Compare AU
Compare SPY 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 SPDR S&P 500 ETF Trust (SPY) 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
SPY | IHEB | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 209 | 2 |
Median incremental investment | $1,192.00 | $4,196.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,851.56 | $20,393.10 |
Average age group | 26 - 35 | > 35 |
Key Summary
SPY | IHEB | |
|---|---|---|
Strategy | SPY.AX was created on 2014-10-13 by SPDR. The fund's investment portfolio concentrates primarily on large cap equity. The Trust seeks to provide investment results that, before expenses, correspond generally to the price and yield performance of the S&P 500 Index (the Index). | 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 (7.00 %) NVIDIA Corp (6.60 %) Microsoft Corp (6.23 %) | iShares JP Morgan $ EM Bond ETF USD Dist (101.57 %) |
Top 3 industries | Information Technology (61.49 %) Consumer Discretionary (16.26 %) Communication Services (12.67 %) | Other (98.67 %) Communication Services (1.33 %) |
Top 3 countries | United States (99.40 %) Switzerland (0.28 %) Netherlands (0.12 %) | |
Management fee | 0.0945 % | 0.51 % |
Key Summary
SPY | IHEB | |
|---|---|---|
Issuer | SPDR | iShares |
Tracking index | S&P 500 | J.P. Morgan EMBI Global Core Hedged to AUD Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.0945 % | 0.51 % |
Price | $950.52 | $74.70 |
Size | $958.570 billion | $68.363 million |
10Y return | 288.13 % | N/A |
Annual distribution yield (5Y) | 1.31 % | 5.56 % |
Market | ASX | ASX |
First listed date | 13/10/2014 | 09/12/2015 |
Purchase fee | $6.50 | $6.50 |
Community Stats
SPY | IHEB | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 209 | 2 |
Median incremental investment | $1,192.00 | $4,196.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,851.56 | $20,393.10 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
SPY | IHEB | |
|---|---|---|
Pros |
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Cons |
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SPY | 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 |