Compare AU

Compare USD vs. IVE

Compare shares and ETFs on the ASX that you can trade on Pearler.

BetaShares U.S. Dollar ETF

ASX

Buy

Buy

Overview
Performance

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 U.S. Dollar ETF (USD) and the iShares MSCI EAFE ETF (IVE). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

USD

IVE

Popularity

Low

Low

Pearlers invested

3

33

Median incremental investment

$2,022.49

$1,749.16

Median investment frequency

Monthly

Monthly

Median total investment

$1,008.48

$6,677.64

Average age group

> 35

> 35


Key Summary

USD

IVE

Strategy

USD.AX was created on 2011-01-31 by BetaShares. The fund's investment portfolio concentrates primarily on long usd, short aud currency. USD.AX aims to track the performance of the U.S. dollar against the Australian dollar (before fees and expenses). If the U.S. dollar goes up 10% against the A$ the Fund is designed to go up 10% too, before fees and expenses. Conversely, the Fund will go down if the U.S. dollar falls.

IVE.AX was created on 2001-08-14 by iShares. The fund's investment portfolio concentrates primarily on total market equity. The fund aims to provide investors with the performance of the MSCI EAFE Index, before fees and expenses. The index is designed to measure the performance of stocks from Europe, Australasia and the Far East and may include large- or mid-capitalisation companies.

Top 3 holdings

AUD - AUSTRALIA DOLLAR (0.34 %)

ASML Holding NV (2.39 %)

Moelis & Company (1.49 %)

SHELL PLC - ADS (1.23 %)

Top 3 industries

Other (99.98 %)

Communication Services (0.00 %)

Other (99.86 %)

Communication Services (0.14 %)

Top 3 countries

United States (99.97 %)

Management fee

0.45 %

0.32 %


Key Summary

USD

IVE

Issuer

BetaShares

iShares

Tracking index

MSCI EAFE

Asset class

ETF

ETF

Management fee

0.45 %

0.32 %

Price

$15.28

$123.66

Size

$79.391 million

$474.161 million

10Y return

28.62 %

60.20 %

Annual distribution yield (5Y)

1.74 %

2.56 %

Market

ASX

ASX

First listed date

01/02/2011

10/10/2007

Purchase fee

$6.50

$6.50


Community Stats

USD

IVE

Popularity

Low

Low

Pearlers invested

3

33

Median incremental investment

$2,022.49

$1,749.16

Median investment frequency

Monthly

Monthly

Median total investment

$1,008.48

$6,677.64

Average age group

> 35

> 35


Pros and Cons

USD

IVE

Pros

  • Higher exposure to US market

  • Lower management fee

  • Higher price growth

  • Higher distribution yield

Cons

  • Lower exposure to US market

  • Higher management fee

  • Lower price growth

  • Lower distribution yield

USD

IVE

Lower exposure to US market

Higher exposure to US market

Higher management fee

Lower management fee

Lower price growth

Higher price growth

Lower distribution yield

Higher distribution yield

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