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Compare AAA vs. HGBL
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 AAA and HGBL. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
AAA | HGBL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 240 | 93 |
Median incremental investment | $3,936.32 | $4,993.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,582.21 | $25,239.54 |
Average age group | > 35 | > 35 |
Key Summary
AAA | HGBL | |
|---|---|---|
Strategy | AAA.AX was created on 2012-03-06 by BetaShares. The fund's investment portfolio concentrates primarily on target outcome asset allocation. The Fund aims to provide exposure to Australian cash, with attractive and regular incomedistributions that exceed the 30 day Bank Bill Swap Rate (after fees and expenses). | HGBL.AX was created on 2023-05-16 by BetaShares. The fund's investment portfolio concentrates primarily on total market equity. The investment objective of each Fund is to provide an investment return, before fees and expenses, that aims to track the performance of the relevant Index. |
Top 3 holdings | Betashares Australian High Interest Cash ETF (100 %) | MSCI WORLD INDEX MAR26 (0 %) NVIDIA CORP (5.03 %) APPLE INC (4.98 %) |
Top 3 industries | Communication Services (100.00 %) | Other (29.74 %) Information Technology (25.04 %) Financials (8.88 %) |
Top 3 countries | United States (72.60 %) Japan (6.38 %) United Kingdom of Great Britain and Northern Ireland (3.60 %) | |
Management fee | 0.18 % | 0.11 % |
Key Summary
AAA | HGBL | |
|---|---|---|
Issuer | BetaShares | BetaShares |
Tracking index | Solactive GBS Developed Markets ex Australia Large & Mid Cap Index - AUD - Benchmark TR Net | |
Asset class | ETF | ETF |
Management fee | 0.18 % | 0.11 % |
Price | $50.16 | $78.36 |
Size | $4.858 billion | $2.089 billion |
10Y return | 0.02 % | N/A |
Annual dividend/ distribution yield (5Y) | 2.17 % | 1.40 % |
Market | ASX | ASX |
First listed date | 07/03/2012 | 17/05/2023 |
Purchase fee | $6.50 | $6.50 |
Community Stats
AAA | HGBL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 240 | 93 |
Median incremental investment | $3,936.32 | $4,993.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,582.21 | $25,239.54 |
Average age group | > 35 | > 35 |
Pros and Cons
AAA | HGBL | |
|---|---|---|
Pros |
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Cons |
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AAA | HGBL |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Lower exposure to US market | Higher exposure to US market |
Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |