Back
Compare AU
Compare BHYB vs. LEVR
Compare shares and ETFs on the ASX that you can trade on Pearler.
Overview
When it comes to investing in the Australian stock market, Exchange-Traded Funds (ETFs) are a popular choice. Two well-known options in the Australian Securities Exchange (ASX) are the Betashares Australian Major Bank Hybrids Index ETF (BHYB) and the First Sentier Geared Australian Share Complex ETF (LEVR). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
BHYB | LEVR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 9 | 2 |
Median incremental investment | $1,028.99 | $3,056.34 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,266.11 | $2,616.01 |
Average age group | > 35 | 26 - 35 |
Key Summary
BHYB | LEVR | |
|---|---|---|
Strategy | BHYB.AX was created on 2021-04-21 by BetaShares. The fund's investment portfolio concentrates primarily on broad credit fixed income. The ETF currently has 663.69m in AUM and 18 holdings. The investment objective of the Fund is to provide an investment return that aims to track the performance of the Solactive Australian Banking Preferred Shares Index (the Index), before taking into account fees and expenses. | LEVR.AX was created on 2023-09-25 by First Sentier. The fund's investment portfolio concentrates primarily on large cap equity. To magnify long-term returns from capital growth by borrowing to invest in large Australian companies. The Fund aims to outperform the S&P/ASX 100 Accumulation Index over rolling seven-year periods before fees and taxes. |
Top 3 holdings | NABPH (8.06 %) NABPI (6.88 %) WBCPM (6.13 %) | Commonwealth Bank of Australia (10.51 %) BHP Group Ltd (10.35 %) National Australia Bank Ltd (8.02 %) |
Top 3 industries | Other (99.51 %) Communication Services (0.49 %) | Financials (44.89 %) Materials (16.30 %) Health Care (11.85 %) |
Top 3 countries | Australia (94.34 %) United States (5.66 %) | |
Management fee | 0.35 % | 0 % |
Key Summary
BHYB | LEVR | |
|---|---|---|
Issuer | BetaShares | First Sentier |
Tracking index | Solactive Australian Banking Preferred Shares Index - AUD - Benchmark TR Net | |
Asset class | ETF | ETF |
Management fee | 0.35 % | 0 % |
Price | $9.84 | $1.385 |
Size | $661.314 million | N/A |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 3.24 % | 2.74 % |
Market | ASX | ASX |
First listed date | 22/04/2021 | 14/05/2025 |
Purchase fee | $6.50 | $6.50 |
Community Stats
BHYB | LEVR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 9 | 2 |
Median incremental investment | $1,028.99 | $3,056.34 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,266.11 | $2,616.01 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
BHYB | LEVR | |
|---|---|---|
Pros |
|
|
Cons |
|
|
BHYB | LEVR |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Lower exposure to US market | Higher exposure to US market |
Higher management fee | Lower management fee |
Higher distribution yield | Lower distribution yield |