At a glance
Side-by-side comparison
| Metric |
HGBL
BetaShares Global Shares Currency Hedged ETF
|
IHOO
iShares Global 100 AUD Hedged ETF
|
IHWL
iShares Core MSCI World ex Australia ESG (AUD Hedged) ETF
|
VGAD
Vanguard MSCI Index International Shares (Hedged) ETF
|
|---|---|---|---|---|
| Snapshot | ||||
| Provider |
BetaShares
|
iShares
|
iShares
|
Vanguard
|
| Tracks index |
Solactive GBS Developed Markets Large & Mid Cap Index (AUD Hedged)
|
S&P Global 100 Index (AUD Hedged)
|
—
|
MSCI World ex Australia Index (AUD Hedged)
|
| Categories |
Intl, Large-Cap, Market-Cap
|
Intl, Large-Cap, Market-Cap
|
Intl, Large-Cap, Market-Cap, ESG
|
Intl, Large-Cap, Market-Cap
|
| Listed since |
2021 (5 yrs)
|
—
|
—
|
2014 (12 yrs)
|
| Fund size (AUM) |
$2.7bn
|
$868m
|
$1bn
|
$7.4bn
|
| Cost & income | ||||
| Management fee |
0.11%
|
0.43%
|
0.15%
|
0.22%
|
| Dividend yield |
1.23%
|
4.86%
|
5.65%
|
2.42%
|
| Franking |
0%
|
0%
|
0%
|
0%
|
| Turnover |
5%
|
—
|
—
|
5%
|
| Tax drag | 0.51% | 1.56% | 1.81% | 0.89% |
| Returns |
Tax bracket
|
|||
| 1-year return |
20.6%
net
|
26.8%
net
|
19.8%
net
|
19.9%
net
|
| 3-year return |
17.9%
net
|
22%
net
|
17.6%
net
|
17.5%
net
|
| 5-year return |
—
|
14.9%
net
|
11.2%
net
|
10.9%
net
|
| 10-year return |
—
|
15.3%
net
|
12.5%
net
|
12.4%
net
|
| Risk | ||||
| Volatility (3y) |
11.4%
|
13%
|
12.5%
|
11.5%
|
| Volatility (5y) |
—
|
14.8%
|
15.3%
|
14.2%
|
| Volatility (10y) |
—
|
14%
|
14.7%
|
14%
|
| Sharpe ratio (3y) |
1.15
|
1.29
|
1.04
|
1.11
|
| Sharpe ratio (5y) |
—
|
0.8
|
0.56
|
0.58
|
| Sharpe ratio (10y) |
—
|
0.94
|
0.73
|
0.75
|
| Bid/ask spread |
—
|
—
|
—
|
—
|
marks the strongest fund in each row. “net” shows the after-tax return at your selected bracket. “—” means we don’t have that data point yet.
Each fund at a glance
- Top-15% returns over 1 year (45th of 308 ETFs we track).
- Low-cost: a 0.11% management fee keeps more of the return in your pocket.
- Cheaper alternatives exist: BGBL.
- Top-6% returns over 10 years (6th of 108 ETFs we track).
- Pays a useful 4.86% income yield.
- Cheaper alternatives exist: HGBL, IHWL, and VGAD.
- Top-16% returns over 1 year (49th of 308 ETFs we track).
- Low-cost: a 0.15% management fee keeps more of the return in your pocket.
- Cheaper alternatives exist: BGBL, WXHG, and HGBL.
- Top-16% returns over 1 year (48th of 308 ETFs we track).
- Low-cost: a 0.22% management fee keeps more of the return in your pocket.
- Cheaper alternatives exist: BGBL, IHVV, and HGBL.
Frequently Asked Questions
HGBL, IHOO, IHWL, and VGAD are 4 Australian-listed ETFs we compare side by side. HGBL carries the lowest management fee (0.11%). Over 10 years, IHOO has delivered the highest total return (15.3% a year). The table above breaks down fees, returns, income and risk for each.
HGBL has the lowest management fee at 0.11% a year, versus IHOO 0.43%, IHWL 0.15%, and VGAD 0.22%.
Over the past 10 years, IHOO has delivered the highest total return at 15.3% a year. Past performance is not a reliable indicator of future returns.
IHWL pays the highest at 5.65%. Remember distributions are taxed each year at your marginal rate.
VGAD is the largest fund by assets ($7.4bn). Larger funds are typically more liquid and trade on tighter spreads.
Related comparisons
General information only, generated from each fund's published data — not personal financial advice. Past performance is not a reliable indicator of future returns. Consider your own circumstances or seek licensed advice before investing.