Compare AU

Compare ATEC vs. HVLU

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

BetaShares S&P/ASX Australian Technology 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 ATEC and HVLU. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

ATEC

HVLU

Popularity

Low

N/A

Pearlers invested

139

0

Median incremental investment

$886.12

$0

Median investment frequency

Monthly

N/A

Median total investment

$1,989.90

$0

Average age group

> 35

N/A


Key Summary

ATEC

HVLU

Strategy

ATEC.AX was created on 2020-03-04 by BetaShares. The fund's investment portfolio concentrates primarily on theme equity. The ETF currently has 258.82m in AUM and 41 holdings. The investment objective of the Fund is to provide an investment return that aims to track the performance of the S&P/ASX All Technology Index (the Index), before taking into account fees and expenses.

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

XERO LTD (10.58 %)

WISETECH GLOBAL LTD (9.66 %)

CARSALES.COM LTD (9.60 %)

VanEck MSCI International Value (Aud Hedged) ETF (100 %)

Top 3 industries

Information Technology (55.89 %)

Communication Services (24.56 %)

Industrials (9.55 %)

Top 3 countries

Australia (82.51 %)

New Zealand (10.88 %)

United States (6.62 %)

Management fee

0.48 %

0.29 %


Key Summary

ATEC

HVLU

Issuer

BetaShares

VanEck

Tracking index

S&P/ASX All Technology 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

0.48 %

0.29 %

Price

$29.89

$27.28

Size

$298.150 million

$5.356 million

10Y return

N/A

N/A

Annual distribution/ dividend yield (5Y)

1.44 %

0.78 %

Market

ASX

ASX

First listed date

05/03/2020

08/11/2023

Purchase fee

$6.50

$6.50


Community Stats

ATEC

HVLU

Popularity

Low

N/A

Pearlers invested

139

0

Median incremental investment

$886.12

$0

Median investment frequency

Monthly

N/A

Median total investment

$1,989.90

$0

Average age group

> 35

N/A


Pros and Cons

ATEC

HVLU

Pros

  • Higher exposure to AU market

  • Higher exposure to US market

  • Higher distribution yield

  • Lower management fee

Cons

  • Higher management fee

  • Lower exposure to AU market

  • Lower exposure to US market

  • Lower distribution yield

ATEC

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

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