Back
Compare AU
Compare AAA vs. HVST
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 HVST. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
AAA | HVST | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 242 | 79 |
Median incremental investment | $4,028.65 | $990.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,255.40 | $1,857.60 |
Average age group | > 35 | > 35 |
Key Summary
AAA | HVST | |
|---|---|---|
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). | HVST.AX was created on 2014-10-29 by BetaShares. The fund's investment portfolio concentrates primarily on large cap equity. The ETF currently has 277.49m in AUM and 58 holdings. HVST.AX aims to provide exposure to large-cap Australian shares, along with the potential for franked income that is at least 1.5x the yield of the Australian broad sharemarket on an annual basis. |
Top 3 holdings | Betashares Australian High Interest Cash ETF (100 %) | SPI 200 FUTURES JUN26 (0 %) BETASHARES AUSTRALIA 200 ETF (24.77 %) BETASHARES AUSTRALIAN RESOURCE (16.19 %) |
Top 3 industries | Communication Services (100.00 %) | Other (50.68 %) Financials (12.82 %) Health Care (6.32 %) |
Top 3 countries | Australia (96.35 %) United States (2.15 %) United Kingdom of Great Britain and Northern Ireland (0.84 %) | |
Management fee | 0.18 % | 0.65 % |
Key Summary
AAA | HVST | |
|---|---|---|
Issuer | BetaShares | BetaShares |
Tracking index | ||
Asset class | ETF | ETF |
Management fee | 0.18 % | 0.65 % |
Price | $50.12 | $12.90 |
Size | $5.067 billion | $287.251 million |
10Y return | 0.04 % | -38.60 % |
Annual dividend/ distribution yield (5Y) | 2.35 % | 5.31 % |
Market | ASX | ASX |
First listed date | 07/03/2012 | 03/11/2014 |
Purchase fee | $6.50 | $6.50 |
Community Stats
AAA | HVST | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 242 | 79 |
Median incremental investment | $4,028.65 | $990.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,255.40 | $1,857.60 |
Average age group | > 35 | > 35 |
Pros and Cons
AAA | HVST | |
|---|---|---|
Pros |
|
|
Cons |
|
|
AAA | HVST |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Lower exposure to US market | Higher exposure to US market |
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |