Compare AU
Compare VHY vs. IVV
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 Vanguard Australian Shares High Yield ETF (VHY) 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
VHY | IVV | |
|---|---|---|
Popularity | Medium | High |
Pearlers invested | 1,262 | 12,059 |
Median incremental investment | $1,012.79 | $1,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,422.08 | $2,899.68 |
Average age group | > 35 | 26 - 35 |
Key Summary
VHY | IVV | |
|---|---|---|
Strategy | VHY.AX was created on 2011-05-23 by Vanguard. The fund's investment portfolio concentrates primarily on high dividend yield equity. Vanguard Australian Shares High Yield ETF seeks to track the return of the FTSE Australia High Dividend Yield Index before taking into account fees, expenses and tax. | 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 | BHP Group Ltd. (10.26 %) Commonwealth Bank of Australia (9.79 %) National Australia Bank Ltd. (6.83 %) | Microsoft Corporation (6.95 %) Apple, Inc. (5.75 %) NVIDIA Corporation (5.10 %) |
Top 3 industries | Financials (40.37 %) Materials (23.34 %) Energy (10.73 %) | Other (99.97 %) Communication Services (0.00 %) |
Top 3 countries | Australia (99.89 %) China (0.11 %) | United States (99.92 %) |
Management fee | 0.25 % | 0.04 % |
Key Summary
VHY | IVV | |
|---|---|---|
Issuer | Vanguard | iShares |
Tracking index | FTSE Australia High Dividend Yield Index - AUD | S&P 500 - AUD |
Asset class | ETF | ETF |
Management fee | 0.25 % | 0.04 % |
Price | $76.51 | $61.01 |
Size | N/A | $10.011 billion |
10Y return | 18.80 % | 281.61 % |
Annual distribution yield (5Y) | 7.05 % | 13.82 % |
Market | ASX | ASX |
First listed date | 26/05/2011 | 10/10/2007 |
Purchase fee | $6.50 | $6.50 |
Community Stats
VHY | IVV | |
|---|---|---|
Popularity | Medium | High |
Pearlers invested | 1,262 | 12,059 |
Median incremental investment | $1,012.79 | $1,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,422.08 | $2,899.68 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
VHY | IVV | |
|---|---|---|
Pros |
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Cons |
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VHY | IVV |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
Lower exposure to US market | Higher exposure to US market |
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |