Compare AU
Compare ATEC 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 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 | $890.63 | $0 |
Median investment frequency | Monthly | N/A |
Median total investment | $1,963.50 | $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 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 | COMPUTERSHARE LTD (10.63 %) WISETECH GLOBAL LTD (10.24 %) XERO LTD (10.06 %) | 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 | $29.75 | $26.43 |
Size | $316.201 million | $5.250 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 | $890.63 | $0 |
Median investment frequency | Monthly | N/A |
Median total investment | $1,963.50 | $0 |
Average age group | > 35 | N/A |
Pros and Cons
ATEC | HVLU | |
|---|---|---|
Pros |
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Cons |
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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 |