Compare AU
Compare AQLT 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 AQLT and HVLU. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
AQLT | HVLU | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 51 | 1 |
Median incremental investment | $2,993.50 | $10,500.00 |
Median investment frequency | Monthly | Weekly |
Median total investment | $4,842.22 | $20,684.61 |
Average age group | > 35 | > 35 |
Key Summary
AQLT | HVLU | |
|---|---|---|
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 395.5m in AUM and 39 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. | 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 | SPI 200 FUTURES MAR25 (0 %) TELSTRA GROUP LTD (7.22 %) COMMONWEALTH BANK OF AUSTRALIA (6.72 %) | VanEck MSCI International Value (Aud Hedged) ETF (100 %) |
Top 3 industries | Financials (39.11 %) Materials (12.33 %) Consumer Discretionary (10.55 %) | |
Top 3 countries | Australia (95.56 %) United States (3.31 %) China (1.13 %) | |
Management fee | 0.35 % | 0.29 % |
Key Summary
AQLT | HVLU | |
|---|---|---|
Issuer | BetaShares | VanEck |
Tracking index | Solactive Australia 200 Index - AUD | 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 | 0.35 % | 0.29 % |
Price | $29.29 | $27.99 |
Size | $398.898 million | $11.317 million |
10Y return | N/A | N/A |
Annual distribution/ dividend yield (5Y) | 2.46 % | 0.78 % |
Market | ASX | ASX |
First listed date | 05/04/2022 | 08/11/2023 |
Purchase fee | $6.50 | $6.50 |
Community Stats
AQLT | HVLU | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 51 | 1 |
Median incremental investment | $2,993.50 | $10,500.00 |
Median investment frequency | Monthly | Weekly |
Median total investment | $4,842.22 | $20,684.61 |
Average age group | > 35 | > 35 |
Pros and Cons
AQLT | HVLU | |
|---|---|---|
Pros |
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Cons |
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AQLT | HVLU |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Higher management fee | Lower management fee |
Higher distribution yield | Lower distribution yield |