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Compare WXOZ 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 State Street SPDR S&P World Ex Australia Carbon Aware ETF (WXOZ) and the S&P US 500 (AUD Hedged) (IHVV). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
WXOZ | IHVV | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 28 | 255 |
Median incremental investment | $1,195.75 | $1,515.82 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,233.74 | $5,530.66 |
Average age group | > 35 | > 35 |
Key Summary
WXOZ | IHVV | |
|---|---|---|
Strategy | WXOZ.AX was created on 2013-03-18 by SPDR. The fund's investment portfolio concentrates primarily on total market equity. The State Street SPDR S&P World ex Australia Carbon Aware ETF seeks to closely track, before fees and expenses, the returns of the S&P Developed Ex-Australia LargeMidCap Carbon Aware 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 | NVIDIA Corp (7.09 %) Apple Inc (5.47 %) Microsoft Corp (3.82 %) | ISHARES CORE S&P ETF TRUST (97.02 %) USD/AUD (3.12 %) AUD CASH (0.27 %) |
Top 3 industries | Information Technology (64.85 %) Communication Services (18.83 %) Financials (7.62 %) | Other (99.94 %) Communication Services (0.06 %) |
Top 3 countries | United States (65.48 %) Japan (8.56 %) United Kingdom of Great Britain and Northern Ireland (4.61 %) | United States (99.47 %) Switzerland (0.25 %) China (0.12 %) |
Management fee | 0.04 % | 0.1 % |
Key Summary
WXOZ | IHVV | |
|---|---|---|
Issuer | SPDR | iShares |
Tracking index | S&P Developed Ex-Australia LargeMidCap Carbon Aware Index - AUD - Benchmark TR Net | S&P 500 Hedged to AUD Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.04 % | 0.1 % |
Price | $49.37 | $64.31 |
Size | $663.270 million | $3.641 billion |
10Y return | 111.07 % | 143.54 % |
Annual distribution yield (5Y) | 6.71 % | 5.32 % |
Market | ASX | ASX |
First listed date | 19/03/2013 | 18/12/2014 |
Purchase fee | $6.50 | $6.50 |
Community Stats
WXOZ | IHVV | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 28 | 255 |
Median incremental investment | $1,195.75 | $1,515.82 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,233.74 | $5,530.66 |
Average age group | > 35 | > 35 |
Pros and Cons
WXOZ | IHVV | |
|---|---|---|
Pros |
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Cons |
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WXOZ | IHVV |
|---|---|
Lower exposure to US market | Higher exposure to US market |
Lower management fee | Higher management fee |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |