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Compare 29BB 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 29BB and HVLU. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
29BB | HVLU | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 1 |
Median incremental investment | $0 | $6,000.00 |
Median investment frequency | N/A | Weekly |
Median total investment | $0 | $27,293.70 |
Average age group | N/A | > 35 |
Key Summary
29BB | HVLU | |
|---|---|---|
Strategy | 29BB.AX was created on 2025-04-30 by BetaShares. The fund's investment portfolio concentrates primarily on broad credit fixed income. The Fund aims to provide investors with access to a diversified portfolio of fixed-rate, investment grade, Australian dollar denominated corporate bonds with maturity dates occurring between May 2028 and May 2029, inclusive | 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 | WESTPAC BANKING CORP 5.0% JAN-29 (5.17 %) DWPF FINANCE PTY LTD 1.9% AUG-28 (3.70 %) ELECTRANET PTY LTD 2.4737% DEC-28 (3.28 %) | VanEck MSCI International Value (Aud Hedged) ETF (100 %) |
Top 3 industries | ||
Top 3 countries | ||
Management fee | 0 % | 0.29 % |
Key Summary
29BB | HVLU | |
|---|---|---|
Issuer | BetaShares | VanEck |
Tracking 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 % | 0.29 % |
Price | $25.12 | $29.04 |
Size | N/A | $32.085 million |
10Y return | N/A | N/A |
Annual distribution/ dividend yield (5Y) | 0.07 % | 0.78 % |
Market | ASX | ASX |
First listed date | 01/05/2025 | 08/11/2023 |
Purchase fee | $6.50 | $6.50 |
Community Stats
29BB | HVLU | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 1 |
Median incremental investment | $0 | $6,000.00 |
Median investment frequency | N/A | Weekly |
Median total investment | $0 | $27,293.70 |
Average age group | N/A | > 35 |
Pros and Cons
29BB | HVLU | |
|---|---|---|
Pros |
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Cons |
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29BB | HVLU |
|---|---|
Lower management fee | Higher management fee |
Lower distribution yield | Higher distribution yield |