Compare AU
Compare ZYUS vs. HVLU
Compare shares and ETFs on the ASX that you can trade on Pearler.
Overview
When it comes to investing in the Australian stock market, shares and ETFs are a popular choice. Two options in the ASX are ZYUS and HVLU. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
ZYUS | HVLU | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 86 | 1 |
Median incremental investment | $650.00 | $10,500.00 |
Median investment frequency | Monthly | Weekly |
Median total investment | $1,791.05 | $20,684.61 |
Average age group | 26 - 35 | > 35 |
Key Summary
ZYUS | HVLU | |
|---|---|---|
Strategy | ZYUS.AX was created on 2015-06-09 by ETFS. The fund's investment portfolio concentrates primarily on high dividend yield equity. The Fund aims to provide investors with a return that (before fees and expenses) tracks the performance of the S&P 500 Low Volatility High Dividend Index | HVLU.AX was created on 2023-11-07 by VanEck. The fund's investment portfolio concentrates primarily on total market equity. Each Fund aims to provide investment returns before fees and other costs which track the performance of its Reference Index in Australian dollars. |
Top 3 holdings | Altria Group Inc (3.10 %) Crown Castle Inc (3.03 %) Verizon Communications Inc (3.01 %) | VanEck MSCI International Value (Aud Hedged) ETF (100 %) |
Top 3 industries | Real Estate (38.57 %) Materials (20.52 %) Energy (20.31 %) | |
Top 3 countries | United States (97.74 %) United Kingdom of Great Britain and Northern Ireland (2.26 %) | |
Management fee | 0.35 % | 0.29 % |
Key Summary
ZYUS | HVLU | |
|---|---|---|
Issuer | ETFS | VanEck |
Tracking index | S&P 500 Low Volatility High Dividend Index | MSCI World ex Australia Enhanced Value Top 250 Select 100% Hedged to AUD Index - AUD - Benchmark TR Net Hedged |
Asset class | ETF | ETF |
Management fee | 0.35 % | 0.29 % |
Price | $15.85 | $27.99 |
Size | $77.946 million | $11.317 million |
10Y return | N/A | N/A |
Annual distribution/ dividend yield (5Y) | 4.79 % | 0.78 % |
Market | ASX | ASX |
First listed date | 12/06/2015 | 08/11/2023 |
Purchase fee | $6.50 | $6.50 |
Community Stats
ZYUS | HVLU | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 86 | 1 |
Median incremental investment | $650.00 | $10,500.00 |
Median investment frequency | Monthly | Weekly |
Median total investment | $1,791.05 | $20,684.61 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
ZYUS | HVLU | |
|---|---|---|
Pros |
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Cons |
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ZYUS | HVLU |
|---|---|
Higher exposure to US market | Lower exposure to US market |
Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |