Compare AU
Compare USD vs. IVE
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 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 |
| |
Cons |
|
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 |