Compare AU
Compare USIG vs. IHVV
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 USIG and IHVV. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
USIG | IHVV | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 164 |
Median incremental investment | $665.05 | $1,500.00 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $4,651.09 | $3,443.48 |
Average age group | 26 - 35 | > 35 |
Key Summary
USIG | IHVV | |
|---|---|---|
Strategy | N/A | IHVV.AX was created on 2014-12-15 by iShares. The fund's investment portfolio concentrates primarily on large cap equity. The fund aims to provide investors with the performance of the S&P 500 Hedged AUD Index, before fees and expenses. The index is designed to measure the AUD hedged performance of large capitalisation US equities. |
Top 3 holdings | Global X Usd Corporate Bond ETF (Currency Hedged) (100 %) | Microsoft Corporation (6.95 %) Apple, Inc. (5.75 %) NVIDIA Corporation (5.10 %) |
Top 3 industries | Other (99.94 %) Communication Services (0.06 %) | |
Top 3 countries | United States (94.52 %) | |
Management fee | 0 % | 0.1 % |
Key Summary
USIG | IHVV | |
|---|---|---|
Issuer | iShares | |
Tracking index | S&P 500 Hedged to AUD Index - AUD | |
Asset class | Stock | ETF |
Management fee | 0 % | 0.1 % |
Price | $9.71 | $55.76 |
Size | N/A | $2.040 billion |
10Y return | N/A | N/A |
Annual dividend/ distribution yield (5Y) | 1.38 % | 51.08 % |
Market | ASX | ASX |
First listed date | 04/04/2023 | 18/12/2014 |
Purchase fee | $6.50 | $6.50 |
Community Stats
USIG | IHVV | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 164 |
Median incremental investment | $665.05 | $1,500.00 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $4,651.09 | $3,443.48 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
USIG | IHVV | |
|---|---|---|
Pros |
| |
Cons |
|
USIG | IHVV |
|---|---|
Exposure to 1 market and 1 sector only | Exposure to more markets and sectors |
Lower price growth | Higher price growth |
Lower dividend/distribution yield | Higher dividend/distribution yield |