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Compare VLUE vs. IHWL
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 VanEck MSCI International Value ETF (VLUE) and the iShares Core MSCI World Ex Aus Esg (Aud Hed) ETF (IHWL). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
VLUE | IHWL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 33 | 53 |
Median incremental investment | $1,016.88 | $1,704.32 |
Median investment frequency | Monthly | Monthly |
Median total investment | $5,008.05 | $5,300.04 |
Average age group | > 35 | > 35 |
Key Summary
VLUE | IHWL | |
|---|---|---|
Strategy | VLUE.AX was created on 2021-03-08 by VanEck. The fund's investment portfolio concentrates primarily on total market equity. VLUE.AX gives investors a diversified portfolio of 250 international developed market large- and mid-cap companies, with high value scores as calculated by MSCI at each rebalance. | IHWL.AX was created on 2016-04-22 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 World Investable Market AUD Hedged Index, before fees and expenses. The index is designed to measure the AUD hedged performance of global, developed market large-, mid- and small-capitalisation companies. |
Top 3 holdings | Micron Technology Inc (3.97 %) Cisco Systems Inc (3.78 %) Intel Corp (3.21 %) | NVIDIA CORP (10.94 %) MICROSOFT CORP (9.12 %) ALPHABET INC CLASS A (2.98 %) |
Top 3 industries | Information Technology (52.67 %) Communication Services (17.78 %) Other (14.84 %) | Information Technology (31.54 %) Financials (15.76 %) Industrials (10.78 %) |
Top 3 countries | United States (44.95 %) Japan (21.76 %) United Kingdom of Great Britain and Northern Ireland (7.35 %) | United States (74.50 %) Japan (6.43 %) United Kingdom of Great Britain and Northern Ireland (3.39 %) |
Management fee | 0.4 % | 0.12 % |
Key Summary
VLUE | IHWL | |
|---|---|---|
Issuer | VanEck | iShares |
Tracking index | MSCI World ex Australia Index - AUD - Benchmark TR Net | MSCI World IMI 100% Hedged to AUD Net Variant |
Asset class | ETF | ETF |
Management fee | 0.4 % | 0.12 % |
Price | $32.40 | $60.14 |
Size | $362.762 million | $890.592 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 2.71 % | 4.42 % |
Market | ASX | ASX |
First listed date | 09/03/2021 | 28/04/2016 |
Purchase fee | $6.50 | $6.50 |
Community Stats
VLUE | IHWL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 33 | 53 |
Median incremental investment | $1,016.88 | $1,704.32 |
Median investment frequency | Monthly | Monthly |
Median total investment | $5,008.05 | $5,300.04 |
Average age group | > 35 | > 35 |
Pros and Cons
VLUE | IHWL | |
|---|---|---|
Pros |
| |
Cons |
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VLUE | IHWL |
|---|---|
Lower exposure to US market | Higher exposure to US market |
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |