Comparing 4 ETFs to invest in the S&P500

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How can an Australian invest in the S&P500? In this video I’ll compare 4 ETFs. The ETFs we'll look at are IVV, IHVV, SPY, QUS. We’ll look at fees and returns and I’ll provide some commentary on what I would do. Sign up to my weekly newsletter: sanjee.substack.com
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Timestamps:
0:00 - Intro
1:33 - What is the S&P 500?
3:05 - The link between ETFs and Indexes
3:44 - Comparing the 4 ETFs
6:54 - Comparing ETF performance
7:42 - IVV vs IHVV
9:28 - What would I invest in?
10:22 - IVV and or IHVV?
10:57 - What do I actually do?
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Useful links:
Australian Government website on personal finances: moneysmart.gov.au
Disclaimer:
The information provided in this video is general in nature only and does not constitute personal financial advice. You should also consider seeking the advice of an investment advisor who holds an Australian financial services (AFS) licence or is a representative of an AFS licensee. Be sure to work with someone who understands your investment objectives and tolerance for risk. Your investment advisor should understand these products, be able to explain whether or how they fit with your objectives, and be willing to monitor your investment alongside you. There are some Amazon Affiliate links above - if you purchase from there, at no additional cost to you, I will earn a small commission for each sale.

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Опубликовано:

24 июл 2024

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Комментарии : 59

@vidz8847 3 месяца назад

Great explanation and thank you for the table format comparing the various options! :)

@shaanisinghal 2 года назад

Solid info Sanjee, from a fellow Melburnian. Answered a lot of questions I was looking for quite fruitlessly until now. Also balanced and reasoned argument toward the end regarding which EFT to go for. Looking very forward to the VGS and VGAD video!

@ikilledzoey487 2 года назад

Thank you! First time viewer and you answered all my questions

@Justanotheranon777 3 года назад

Great content, man. Well done.

@aysinduarte 3 года назад

This is a a really thorough, easy to follow explanation. Good use of examples and comparisons. I for one watched your video on hedged vs unhedged. People need to know these things out is important and where ETF is domiciled as there's tax implications as well.

@malcolmdean9845 2 года назад

Yes i agree,more info on franking please.

@MathaiusStrong Год назад

Awesome video Sanjee

@baysidelad1 3 года назад

Hi Sanjee, Love your videos! I was wanting to invest in a small caps ETF (eg VSO), but not sure which one to use, and would love to see a similar video on this topic

@alisonburgess345 3 года назад

Thanks Sanjee.

@shristibaniya1580 3 года назад

Vas vgs the best one I learn from my video thax sanjee

@andylongfire 3 года назад

Sanjee appreciate your sensible analytics, unlike most other Aussie finance youtubers who only talk about click-baity topics.

@SanjeeSen 3 года назад

Thanks! Appreciate it!

@pkdas6902 3 года назад

Thanks mate.

@iidtxbc 2 года назад

Thank you for the video and I just wonder if there is a stock data related company called "Boss Data" in Australia?

@sdwkk1 3 года назад

Thanks Sanjee

@SanjeeSen 3 года назад

Hope it helps!

@ianpereira18 2 года назад

Can you do a comparison video between S&P500 etf, VAS and VGS? Risk vs Return graph.

@joshuachellew 2 года назад

Great video and great explanation. Sanjee, the video at the 9:10 mark, I think you may have explained this the wrong way around. I think the correct explanation as to why IHVV went up in value was in-fact because the AUD currency went down in value against the USD, rather than because the AUD currency went up, as you said. So in summary, IHVV will out-perform IVV when the AUD currency goes down against the USD, and conversely IVV will out-perform IHVV when the AUD currency goes up against the USD. Sanjee can you please confirm this?

@sybtain 3 года назад

Another good video Sanjee. Is there an ethical Australian domiciled ETF that covers the ESG subset of the S&P 500? Any others that get close?

@TheZuluman7 2 года назад

Thank you

@richardcharleston2547 11 месяцев назад

Great video mate. The only thing to add I think is that what you do with currency hedging should depend on where you plan to live long term. Let’s say you live in Australia and know you want to be there your whole life, it seems most sensible to buy the S&P500 for example on a platform that buys and sells it in AUD. That way the exchange rate becomes irrelevant to the buying power of your money in Australia. If you’re someone of a conservative style already investing in index funds I don’t see the sense in starting to try to predict exchange rate

@MrAssemali Год назад

Mate, your explanation is outperforming the rest of the Australian youtubers! No homo, but I’ll always choose your videos 🤓

@pratikrathod1899 3 года назад

Thank you for your video, subscribed. Can you please make a video on, how to analyze particular stocks or ETFs? (means how to pick a stock?) what will we have to look for before buying any stock? how do you do your analysis? .

@SanjeeSen 3 года назад

Thanks Pratik, I'll add it to the list. Great suggestion.

@dhananjaygurjar 3 года назад

Hi Sanjee, thanks for the video. IVV & SPY show same returns. Are these returns before or after fees? If after, then presumably higher fees don't matter?

@anupnaran9200 3 года назад

Hi Sanjee Enjoy your style of simple explanation. I would appreciate your thoughts on the etf IOO , and any alternates like QUAL. Qlty Suggestion . Can you do a show on if you win 250000 dollars today, how would you suggest going about investing this in today’s Market with a view of investing for 5 years at least.

@haydenryley9888 2 года назад

Hi Sanjee, Could you do a video comparing VGS vs VAN0003AU?

@InvestingNerd 3 года назад

Love how you put this together, great analysis 👍

@SanjeeSen 2 года назад

Thanks so much!

@simcheney3151 Год назад

Hey just wondering what is the best ivv etf to buy the Australian one or the US one? What's the diffrence I'm confused

@jiti5034 Месяц назад

How would you hedge Australian ETF base don SPX index? with SPX options in USA? but they trade at diff hours and the Australian ETF will be in AUD

@sharndawg007 2 месяца назад

Hi Sanjee, I just set up a Revolut account and it has the option to invest in VOO (along with other S&P 500 funds). What are your thoughts on this?

@sjetmehta7469 2 года назад

Hi Sanjee, I may have posted this comment in another video but I'm thinking of getting IVV but I already have VGS. Is this too much of an overlap? My portfolio I'm looking to set up contains VGS, VAS and possibly IVV. Be good to hear your thoughts on this. Cheers Jet

@Jasper-ql3te 3 года назад

How are these similar to a spaceships or raiz portfolio?? Fee wise etc.. and would these be fislry ismialr to a VDHG?

@jowalten9927 3 года назад

Awesome video sanjee! I was wondering if there are any drawbacks to investing in too many ETFs, would it be better to spread my money over several ETFs or focus on 1-2?

@charlesharrison3207 2 года назад

Trading is very risky and as such, advice to demo trade for a while or contact a professional just like *Sandra* *Yvonne* *Webster* Pls do your own research *DYOR*

@ANTHONY_esq 2 года назад

She trades like she owns the market, I have watched her live trading session and it's amazing‼️🙌

@drxppedu2963 Год назад

Anything videos on cmc markets/invest

@chahats.1944 3 года назад

Hi Sanjee, I am using Kuvera app and I invest in Indian market for now mainly in Nifty 50 Index fund. I am confused on how to start investing similarly in Australia and which app would be best to invest and use for long term? Thank you.

@joshuachellew 2 года назад

Sanjee, something else to mention that's a real consideration, is that the ATO impose some regulation on IHVV whereby any advantage achieved by means of the hedging (in the instance of an unfavourable AUD/USD current movement) is turned into an extra dividend payment on 30th June (EOFY), which in turns results in a sharp unit price correction. Note: You can the sharp price drop in the IHVV chart at 30th June 2021. This caught me by surprise as I was holding a IHVV position at this moment in time, and the large dividend was unwanted from a taxation point of view, as I was investing with the hope for higher capital gains instead (not high yield through dividends). Did anyone else (who was holding a position in IHVV) notice this at the EOFY? Does anyone have any more information/explanation about this?

@jiti5034 Месяц назад

did you get the answer from anybody

@cjviolin 3 года назад

How do I sign up to the mailing list?

@bpw8139 Год назад

Great info Sanjee. Can I ask you if I can invest in any of these through an Industry Super fund? Thanks.

@SanjeeSen 11 месяцев назад

Hi there, you'll need to check what your Super fund allows. I think each one is different. They'll usually say what is available through an "investment menu" of some sort.

@zzh315 2 года назад

I read it somewhere SPDR has higher liquidity and is often used for day traders?

@Paul-mq5yn 2 года назад

correct

@RPR147 Год назад

Why when I search IVV on comsec does it say 52 week high $667 but the current price is $38? Am I missing something

@vivin538 Год назад

It had a split before you posted your comment

@maximusprofitus 3 года назад

Which is better investment, Nasdaq 100 or S&P 500 ETF?

@Paul-mq5yn 2 года назад

Only time will tell! If you are bullish on tech then NDQ is the one for you, for more diversification and a broad spread of industry (but still tech heavy) then one of the S&P trackers

@SuperFastforward 3 года назад

Is there a difference between buying Vanguards ETFs through commsec or opening a Direct Account with Vanguard Australia?

@josephnachar 3 года назад

Vanguard dont charge brokerage

@SuperFastforward 3 года назад

@@josephnachar Thanks Mate.

@AFW80 2 месяца назад

Buying through Vanguard will mean your holding is SRN not HIN. JPMorgan has been appointed as the sub-custodian to hold any listed securities in your Vanguard Personal Investor Account on your behalf. JPMorgan holds legal ownership of these listed securities subject to Vanguard’s direction, and you (the investor) retain beneficial ownership. But, no brokerage. So, depends what you value more…

@Blinnnnnnnk 2 года назад

Hi Sanjee, just so you are aware, there seems to be a scammer using your image and name. This person is responding to comments and giving out a California based WhatsApp number. Anyway, just wanted to ask about dividend yield. SPY has a higher yield than IVV. How does this affect the overall performance of these two?