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Compare VISM 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, Exchange-Traded Funds (ETFs) are a popular choice. Two well-known options in the Australian Securities Exchange (ASX) are the Vanguard MSCI International Small Companies Index ETF (VISM) and the iShares S&P 500 Aud Hedged ETF (IHVV). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
VISM | IHVV | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 417 | 282 |
Median incremental investment | $1,167.72 | $1,544.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,725.00 | $5,708.50 |
Average age group | > 35 | > 35 |
Key Summary
VISM | IHVV | |
|---|---|---|
Strategy | Vanguard MSCI International Small Companies Index ETF aims to track the returns and performance of the MSCI World ex-Australia Small Cap Index before considering fees, expenses, and tax. It tracks the performance of the index with dividends reinvested. | 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 | Reliance Steel & Aluminum Co. (0.20 %) United Therapeutics Corp. (0.20 %) Axon Enterprise Inc. (0.19 %) | ISHARES CORE S&P ETF TRUST (99.40 %) USD/AUD (4.64 %) AUD CASH (0.29 %) |
Top 3 industries | Industrials (19.35 %) Financials (14.55 %) Consumer Discretionary (12.64 %) | Other (99.94 %) Communication Services (0.06 %) |
Top 3 countries | United States (62.46 %) Japan (12.96 %) United Kingdom of Great Britain and Northern Ireland (4.62 %) | United States (99.47 %) Switzerland (0.25 %) China (0.12 %) |
Management fee | 0.32 % | 0.1 % |
Key Summary
VISM | IHVV | |
|---|---|---|
Issuer | Vanguard | iShares |
Tracking index | MSCI World ex AU Small Cap | S&P 500 Hedged to AUD Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.32 % | 0.1 % |
Price | $74.67 | $65.17 |
Size | N/A | $4.050 billion |
10Y return | N/A | 138.95 % |
Annual distribution yield (5Y) | 4.47 % | 1.79 % |
Market | ASX | ASX |
First listed date | 13/11/2018 | 18/12/2014 |
Purchase fee | $6.50 | $6.50 |
Community Stats
VISM | IHVV | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 417 | 282 |
Median incremental investment | $1,167.72 | $1,544.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,725.00 | $5,708.50 |
Average age group | > 35 | > 35 |
Pros and Cons
VISM | IHVV | |
|---|---|---|
Pros |
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Cons |
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VISM | IHVV |
|---|---|
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 |