Compare AU

Compare AQLT vs. HBRD

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

BetaShares Australian Quality ETF

ASX

Buy

Buy

Overview
Performance

Overview

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

Community Stats

AQLT

HBRD

Popularity

Low

Low

Pearlers invested

36

42

Median incremental investment

$3,993.50

$925.52

Median investment frequency

Monthly

Monthly

Median total investment

$6,580.81

$2,296.71

Average age group

> 35

> 35


Key Summary

AQLT

HBRD

Strategy

AQLT.AX was created on 2022-04-04 by BetaShares. The fund's investment portfolio concentrates primarily on total market equity. The ETF currently has 271.68m in AUM and 38 holdings. AQLT.AX aims to track an index (before fees and expenses) that comprises 40 high quality companies, selected based on three quality metrics high return on equity, low leverage and relative earnings stability.

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

SPI 200 FUTURES SEP24 (0 %)

TELSTRA GROUP LTD (6.82 %)

COMMONWEALTH BANK OF AUSTRALIA (6.09 %)

BetaShares Active Australian Hybrids Fund (Managed Fund) (100 %)

Top 3 industries

Financials (37.43 %)

Materials (13.28 %)

Consumer Discretionary (10.82 %)

Other (99.73 %)

Financials (0.27 %)

Top 3 countries

Australia (95.56 %)

United States (3.31 %)

China (1.13 %)

Management fee

0.35 %

0.55 %


Key Summary

AQLT

HBRD

Issuer

BetaShares

BetaShares

Tracking index

Solactive Australia 200 Index - AUD

Asset class

ETF

ETF

Management fee

0.35 %

0.55 %

Price

$32.46

$10.14

Size

$298.519 million

$2.337 billion

10Y return

N/A

N/A

Annual distribution/ dividend yield (5Y)

2.12 %

4.80 %

Market

ASX

ASX

First listed date

05/04/2022

17/11/2017

Purchase fee

$6.50

$6.50


Community Stats

AQLT

HBRD

Popularity

Low

Low

Pearlers invested

36

42

Median incremental investment

$3,993.50

$925.52

Median investment frequency

Monthly

Monthly

Median total investment

$6,580.81

$2,296.71

Average age group

> 35

> 35


Pros and Cons

AQLT

HBRD

Pros

  • Higher exposure to AU market

  • Higher exposure to US market

  • Lower management fee

  • Higher price growth

  • Higher distribution yield

Cons

  • Lower distribution yield

  • Lower exposure to AU market

  • Lower exposure to US market

  • Higher management fee

  • Lower price growth

AQLT

HBRD

Higher exposure to AU market

Lower exposure to AU market

Higher exposure to US market

Lower exposure to US market

Lower management fee

Higher management fee

Higher price growth

Lower price growth

Lower distribution yield

Higher distribution yield

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