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Compare VTS 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 Morningstar Us Total Mkt Shares Index ETF (VTS) 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
VTS | IHVV | |
|---|---|---|
Popularity | Medium | Low |
Pearlers invested | 3,432 | 284 |
Median incremental investment | $1,295.50 | $1,529.62 |
Median investment frequency | Monthly | Monthly |
Median total investment | $5,444.00 | $5,971.00 |
Average age group | > 35 | > 35 |
Key Summary
VTS | IHVV | |
|---|---|---|
Strategy | Vanguard U.S. Total Market Shares Index ETF (ASX: VTS) seeks to track the performance of the CRSP US Total Market Index before account fees, expenses and taxes. The index tracks the large, mid, small and micro-cap stocks on the US stock market, thus representing nearly 100% of the investable US stock market. | 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 | Apple Inc. (5.56 %) Microsoft Corp. (4.68 %) Amazon.com Inc. (2.06 %) | ISHARES CORE S&P ETF TRUST (99.40 %) USD/AUD (4.64 %) AUD CASH (0.29 %) |
Top 3 industries | Information Technology (25.02 %) Health Care (15.04 %) Financials (10.84 %) | Other (99.94 %) Communication Services (0.06 %) |
Top 3 countries | United States (99.42 %) Switzerland (0.22 %) Canada (0.10 %) | United States (99.47 %) Switzerland (0.25 %) China (0.12 %) |
Management fee | 0.03 % | 0.1 % |
Key Summary
VTS | IHVV | |
|---|---|---|
Issuer | Vanguard | iShares |
Tracking index | Morningstar US Total Market TR USD | S&P 500 Hedged to AUD Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.03 % | 0.1 % |
Price | $544.40 | $68.24 |
Size | $692.294 billion | $4.170 billion |
10Y return | 273.47 % | 147.61 % |
Annual distribution yield (5Y) | 1.15 % | 1.79 % |
Market | ASX | ASX |
First listed date | 08/05/2009 | 18/12/2014 |
Purchase fee | $6.50 | $6.50 |
Community Stats
VTS | IHVV | |
|---|---|---|
Popularity | Medium | Low |
Pearlers invested | 3,432 | 284 |
Median incremental investment | $1,295.50 | $1,529.62 |
Median investment frequency | Monthly | Monthly |
Median total investment | $5,444.00 | $5,971.00 |
Average age group | > 35 | > 35 |
Pros and Cons
VTS | IHVV | |
|---|---|---|
Pros |
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Cons |
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VTS | IHVV |
|---|---|
Lower exposure to US market | Higher exposure to US market |
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |