Annual fund charge
0.34%
vs peer avg 0.95%
Risk indicator
5/7
1 = lower risk · 7 = higher risk
5-year return p.a.
17.84%
peer avg 6.03%
Fund size
NZ$1.02b
98% growth · 2% income
The Smart US 500 ETF is designed to track the return (before tax, fees and other expenses) of the S&P 500 Index. The Index is comprised of 500 of the largest listed companies in the United States.
About this category
Funds investing in shares listed outside Australasia. Includes broad global trackers, regional funds, ESG-focused strategies, and theme funds covering automation, healthcare, water and other sectors.
About Smartshares
NZ’s largest ETF issuer, owned by NZX. Tickers trade on NZX Main Board.
Parent: NZX Limited
See all funds from Smartshares →Head-to-head
Compare Smart US 500 ETF with…
Side-by-side numbers — fees, returns, risk, fund size, asset mix.
Peer funds
Other International Equities funds
Amova
Amova Global Shares Fund
PIE
Amova
Amova Global Shares Hedged Fund
PIE NZD hedged
AMP
AMP International Shares Managed Fund
PIE
Antipodes
Antipodes Global Fund – Long (PIE)
PIE
ANZ Investments
ANZ Investments OneAnswer International Share Fund
PIE
Elevation Capital
Elevation Capital Global Shares Fund
PIE