Compare AU
Compare WEMG 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 SPDR S&P Emerging Markets Carbon Control Fund (WEMG) 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
WEMG | IHVV | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 4 | 165 |
Median incremental investment | $3,000.00 | $1,497.46 |
Median investment frequency | Weekly | Monthly |
Median total investment | $3,389.10 | $3,229.66 |
Average age group | 26 - 35 | > 35 |
Key Summary
WEMG | IHVV | |
|---|---|---|
Strategy | WEMG.AX was created on 2013-11-11 by SPDR. The fund's investment portfolio concentrates primarily on total market equity. The SPDR S&P Emerging Market Fund seeks to closely track, before fees and expenses, the returns of the S&P Emerging Markets LargeMidCap Index. | 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 | Taiwan Semiconductor Manufacturing Co Ltd (7.88 %) Alibaba Group Holding Ltd Ordinary Shares (2.62 %) HDFC Bank Ltd (1.78 %) | Microsoft Corporation (6.95 %) Apple, Inc. (5.75 %) NVIDIA Corporation (5.10 %) |
Top 3 industries | Information Technology (48.64 %) Other (25.54 %) Consumer Discretionary (12.77 %) | Other (99.94 %) Communication Services (0.06 %) |
Top 3 countries | China (30.97 %) Taiwan (23.47 %) India (20.15 %) | United States (94.52 %) |
Management fee | 0.35 % | 0.1 % |
Key Summary
WEMG | IHVV | |
|---|---|---|
Issuer | SPDR | iShares |
Tracking index | S&P Emerging LargeMidCap AUD Index - AUD | S&P 500 Hedged to AUD Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.35 % | 0.1 % |
Price | $26.07 | $54.74 |
Size | $22.680 million | $2.054 billion |
10Y return | 51.04 % | 113.25 % |
Annual distribution yield (5Y) | 2.46 % | 51.08 % |
Market | ASX | ASX |
First listed date | 04/11/2013 | 18/12/2014 |
Purchase fee | $6.50 | $6.50 |
Community Stats
WEMG | IHVV | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 4 | 165 |
Median incremental investment | $3,000.00 | $1,497.46 |
Median investment frequency | Weekly | Monthly |
Median total investment | $3,389.10 | $3,229.66 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
WEMG | IHVV | |
|---|---|---|
Pros |
| |
Cons |
|
WEMG | IHVV |
|---|---|
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 |