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Compare USHY 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, shares and ETFs are a popular choice. Two options in the ASX are USHY and IVE. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
USHY | IVE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 6 | 46 |
Median incremental investment | $7,000.00 | $1,635.76 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $3,369.73 | $4,547.63 |
Average age group | > 35 | 26 - 35 |
Key Summary
USHY | IVE | |
|---|---|---|
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. | 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 | Global X Usd High Yield Bond (Currency Hedged) ETF (100 %) | ASML Holding NV (2.39 %) Moelis & Company (1.49 %) SHELL PLC - ADS (1.23 %) |
Top 3 industries | Other (99.86 %) Communication Services (0.14 %) | |
Top 3 countries | United States (99.97 %) | |
Management fee | 0.3 % | 0.32 % |
Key Summary
USHY | IVE | |
|---|---|---|
Issuer | Global X | iShares |
Tracking index | Solactive USD High Yield Corporates Total Market AUD Hedged Index - AUD - Benchmark TR Net Hedged | MSCI EAFE |
Asset class | ETF | ETF |
Management fee | 0.3 % | 0.32 % |
Price | $10.58 | $135.42 |
Size | $18.785 million | $596.317 million |
10Y return | N/A | 59.13 % |
Annual dividend/ distribution yield (5Y) | 2.90 % | 2.60 % |
Market | ASX | ASX |
First listed date | 04/07/2022 | 10/10/2007 |
Purchase fee | $6.50 | $6.50 |
Community Stats
USHY | IVE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 6 | 46 |
Median incremental investment | $7,000.00 | $1,635.76 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $3,369.73 | $4,547.63 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
USHY | IVE | |
|---|---|---|
Pros |
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Cons |
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USHY | IVE |
|---|---|
Lower exposure to US market | Higher exposure to US market |
Lower management fee | Higher management fee |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |