Back
Compare AU
Compare USHY vs. IISV
Compare shares and ETFs on the ASX that you can trade on Pearler.
Overview
When it comes to investing in the Australian stock market, shares and ETFs are a popular choice. Two options in the ASX are USHY and IISV. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
USHY | IISV | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 5 | 13 |
Median incremental investment | $3,050.00 | $886.77 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,954.32 | $4,332.90 |
Average age group | > 35 | > 35 |
Key Summary
USHY | IISV | |
|---|---|---|
Strategy | USHY.AX was created on 2022-07-01 by Global X. The fund's investment portfolio concentrates primarily on investment grade fixed income. The Fund aims to provide consumers with a return that tracks the performance of the Solactive USD High Yield Corporates Total Market Hedged to AUD Index (the Index) before fees and expenses. | IISV.AX was created on 2023-03-31 by Intelligent Investor . The fund's investment portfolio concentrates primarily on total market equity. The portfolio aims to outperform the S&P/ASX 200 Accumulation Index p.a. over five year rolling periods with minimal turnover to allow returns to compound in a favourable tax environment |
Top 3 holdings | Global X Usd High Yield Bond (Currency Hedged) ETF (100 %) | Visa Inc Class A (7.90 %) Fairfax Financial Holdings Ltd Shs Subord.Vtg (5.81 %) Amazon.com Inc (5.42 %) |
Top 3 industries | Financials (44.46 %) Consumer Discretionary (19.20 %) Other (17.74 %) | |
Top 3 countries | United States (35.77 %) United Kingdom of Great Britain and Northern Ireland (19.48 %) Australia (15.58 %) | |
Management fee | 0.3 % | 0.97 % |
Key Summary
USHY | IISV | |
|---|---|---|
Issuer | Global X | Intelligent Investor |
Tracking index | Solactive USD High Yield Corporates Total Market AUD Hedged Index - AUD - Benchmark TR Net Hedged | S&P/ASX 200 Accumulation Index - AUD - Benchmark TR Net |
Asset class | ETF | ETF |
Management fee | 0.3 % | 0.97 % |
Price | $9.63 | $3.15 |
Size | $14.568 million | N/A |
10Y return | N/A | N/A |
Annual dividend/ distribution yield (5Y) | 5.49 % | 6.43 % |
Market | ASX | ASX |
First listed date | 04/07/2022 | 30/03/2023 |
Purchase fee | $6.50 | $6.50 |
Community Stats
USHY | IISV | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 5 | 13 |
Median incremental investment | $3,050.00 | $886.77 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,954.32 | $4,332.90 |
Average age group | > 35 | > 35 |
Pros and Cons
USHY | IISV | |
|---|---|---|
Pros |
|
|
Cons |
|
|
USHY | IISV |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Lower exposure to US market | Higher exposure to US market |
Lower management fee | Higher management fee |
Lower distribution yield | Higher distribution yield |