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Compare AGX1 vs. HBRD

Compare shares and ETFs on the ASX that you can trade on Pearler.

Antipodes Global Shares (Quoted Managed Fund)

ASX

Buy

Buy

Overview
Performance

Overview

When it comes to investing in the Australian stock market, shares are a popular choice. Two options in the ASX are AGX1 and HBRD. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

AGX1

HBRD

Popularity

Low

Low

Pearlers invested

3

42

Median incremental investment

$90.50

$925.52

Median investment frequency

Daily

Monthly

Median total investment

$3,585.56

$2,296.71

Average age group

26 - 35

> 35


Key Summary

AGX1

HBRD

Strategy

AGX1.AX was created on 2018-11-05 by Antipodes. The fund's investment portfolio concentrates primarily on total market equity. The Fund aims to outperform the Benchmark over the investment cycle (typically 3-5 years).

HBRD.AX was created on 2017-11-13 by BetaShares. The fund's investment portfolio concentrates primarily on broad credit fixed income. HBRD.AX aims to provide investors with attractive income returns from an actively managed, diversified portfolio of primarily hybrid securities.

Top 3 holdings

Antipodes Global Shares (Quoted Managed Fund) (100 %)

Aussie Hybrids (active managed fund) (100 %)

Top 3 industries

Other (99.73 %)

Financials (0.27 %)

Top 3 countries

Management fee

1.1 %

0.55 %


Key Summary

AGX1

HBRD

Issuer

Antipodes

BetaShares

Tracking index

Asset class

ETF

ETF

Management fee

1.1 %

0.55 %

Price

$6.38

$10.14

Size

N/A

$2.337 billion

10Y return

N/A

N/A

Annual dividend yield (5Y)

8.81 %

4.80 %

Market

ASX

ASX

First listed date

07/11/2018

17/11/2017

Purchase fee

$6.50

$6.50


Community Stats

AGX1

HBRD

Popularity

Low

Low

Pearlers invested

3

42

Median incremental investment

$90.50

$925.52

Median investment frequency

Daily

Monthly

Median total investment

$3,585.56

$2,296.71

Average age group

26 - 35

> 35


Pros and Cons

AGX1

HBRD

Pros

  • Higher price growth

  • Higher distribution yield

  • Lower management fee

Cons

  • Higher management fee

  • Lower price growth

  • Lower distribution yield

AGX1

HBRD

Higher management fee

Lower management fee

Higher price growth

Lower price growth

Higher distribution yield

Lower distribution yield

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