Compare AU

Compare USD vs. IVV

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 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

USD

IVV

Popularity

Low

High

Pearlers invested

3

12,259

Median incremental investment

$2,022.49

$1,000.00

Median investment frequency

Monthly

Monthly

Median total investment

$1,003.86

$2,993.28

Average age group

> 35

26 - 35


Key Summary

USD

IVV

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.

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

AUD - AUSTRALIA DOLLAR (0.34 %)

Microsoft Corporation (6.95 %)

Apple, Inc. (5.75 %)

NVIDIA Corporation (5.10 %)

Top 3 industries

Other (99.98 %)

Communication Services (0.00 %)

Other (99.97 %)

Communication Services (0.00 %)

Top 3 countries

United States (99.92 %)

Management fee

0.45 %

0.04 %


Key Summary

USD

IVV

Issuer

BetaShares

iShares

Tracking index

S&P 500 - AUD

Asset class

ETF

ETF

Management fee

0.45 %

0.04 %

Price

$15.27

$62.77

Size

$79.391 million

$10.019 billion

10Y return

30.29 %

277.26 %

Annual distribution yield (5Y)

1.74 %

13.82 %

Market

ASX

ASX

First listed date

01/02/2011

10/10/2007

Purchase fee

$6.50

$6.50


Community Stats

USD

IVV

Popularity

Low

High

Pearlers invested

3

12,259

Median incremental investment

$2,022.49

$1,000.00

Median investment frequency

Monthly

Monthly

Median total investment

$1,003.86

$2,993.28

Average age group

> 35

26 - 35


Pros and Cons

USD

IVV

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

IVV

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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