Compare AU

Compare BNKS vs. HBRD

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

BetaShares Global Banks Currency Hedged 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 BNKS and HBRD. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

BNKS

HBRD

Popularity

Low

Low

Pearlers invested

15

43

Median incremental investment

$1,020.31

$921.04

Median investment frequency

Monthly

Monthly

Median total investment

$1,921.00

$2,292.75

Average age group

> 35

> 35


Key Summary

BNKS

HBRD

Strategy

BNKS.AX was created on 2016-07-28 by BetaShares. The fund's investment portfolio concentrates primarily on financials equity. BNKS.AX aims to track the performance of an index (before fees and expenses) that comprises the largest global banks (ex-Australia), hedged into Australian dollars.

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

Top 3 holdings

BRL - BRAZILIAN REAL (0 %)

AUD - AUSTRALIA DOLLAR (0 %)

CAD - CANADA DOLLAR (0 %)

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

Top 3 industries

Other (84.26 %)

Communication Services (33.49 %)

Financials (12.31 %)

Other (99.73 %)

Financials (0.27 %)

Top 3 countries

United States (34.16 %)

Canada (15.63 %)

Japan (8.37 %)

Management fee

0.57 %

0.55 %


Key Summary

BNKS

HBRD

Issuer

BetaShares

BetaShares

Tracking index

Nasdaq Global ex-Australia Banks Hedged AUD Index - AUD

Asset class

ETF

ETF

Management fee

0.57 %

0.55 %

Price

$8.50

$10.19

Size

$68.433 million

$2.342 billion

10Y return

N/A

N/A

Annual distribution/ dividend yield (5Y)

2.50 %

4.74 %

Market

ASX

ASX

First listed date

01/08/2016

17/11/2017

Purchase fee

$6.50

$6.50


Community Stats

BNKS

HBRD

Popularity

Low

Low

Pearlers invested

15

43

Median incremental investment

$1,020.31

$921.04

Median investment frequency

Monthly

Monthly

Median total investment

$1,921.00

$2,292.75

Average age group

> 35

> 35


Pros and Cons

BNKS

HBRD

Pros

  • Higher exposure to US market

  • Higher price growth

  • Lower management fee

  • Higher distribution yield

Cons

  • Higher management fee

  • Lower distribution yield

  • Lower exposure to US market

  • Lower price growth

BNKS

HBRD

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

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