Compare AU

Compare AYLD vs. HBRD

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

Global X S&P/ASX 200 Covered Call 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 AYLD and HBRD. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

AYLD

HBRD

Popularity

Low

Low

Pearlers invested

10

42

Median incremental investment

$1,113.00

$936.75

Median investment frequency

Monthly

Monthly

Median total investment

$5,643.98

$2,321.56

Average age group

> 35

> 35


Key Summary

AYLD

HBRD

Strategy

AYLD.AX was created on 2023-01-30 by Global X. The fund's investment portfolio concentrates primarily on total market equity. The Fund aims to provide investors with a return that (before fees and expenses) tracks the performance of the S&P/ASX BuyWrite Index

HBRD.AX was created on 2017-11-13 by BetaShares. The fund's investment portfolio concentrates primarily on broad credit fixed income. The ETF currently has 2340.71m in AUM and 138 holdings. HBRD.AX aims to provide investors with attractive income returns from an actively managed, diversified portfolio of primarily hybrid securities.

Top 3 holdings

Commonwealth Bank of Australia (11.21 %)

BHP Group Ltd (8.22 %)

National Australia Bank Ltd (5.10 %)

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

Top 3 industries

Financials (56.18 %)

Materials (16.63 %)

Consumer Discretionary (10.84 %)

Other (99.73 %)

Financials (0.27 %)

Top 3 countries

Australia (94.85 %)

United States (3.09 %)

New Zealand (1.58 %)

Management fee

0.6 %

0.55 %


Key Summary

AYLD

HBRD

Issuer

Global X

BetaShares

Tracking index

S&P/ASX 200 Index

Asset class

ETF

ETF

Management fee

0.6 %

0.55 %

Price

$10.73

$10.16

Size

$54.945 million

$2.331 billion

10Y return

N/A

N/A

Annual distribution/β€Šdividend yield (5Y)

3.70 %

4.78 %

Market

ASX

ASX

First listed date

31/01/2023

17/11/2017

Purchase fee

$6.50

$6.50


Community Stats

AYLD

HBRD

Popularity

Low

Low

Pearlers invested

10

42

Median incremental investment

$1,113.00

$936.75

Median investment frequency

Monthly

Monthly

Median total investment

$5,643.98

$2,321.56

Average age group

> 35

> 35


Pros and Cons

AYLD

HBRD

Pros

  • Higher exposure to AU market

  • Higher exposure to US market

  • Higher price growth

  • Lower management fee

  • Higher distribution yield

Cons

  • Higher management fee

  • Lower distribution yield

  • Lower exposure to AU market

  • Lower exposure to US market

  • Lower price growth

AYLD

HBRD

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 price growth

Lower price growth

Lower distribution yield

Higher distribution yield

Home