Compare AU

Compare EINC vs. HBRD

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

BetaShares Mrtn Currie Eqy Inc Fund (Managed Fund)

ASX

Buy

Buy

Overview
Performance

Overview

When it comes to investing in the Australian stock market, shares are a popular choice. Two options in the ASX are EINC and HBRD. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

EINC

HBRD

Popularity

Low

Low

Pearlers invested

2

42

Median incremental investment

$765.45

$925.52

Median investment frequency

Monthly

Monthly

Median total investment

$11,109.41

$2,296.71

Average age group

26 - 35

> 35


Key Summary

EINC

HBRD

Strategy

EINC.AX was created on 2018-02-13 by BetaShares. The fund's investment portfolio concentrates primarily on total market equity. The ETF currently has 22.13m in AUM and 47 holdings. The Fund aims to provide an after-tax income yield above the S&P/ASX 200 Index and to grow this income above the rate of inflation

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

BetaShares Mrtn Currie Eqy Inc Fund (Managed Fund) (100 %)

Aussie Hybrids (active managed fund) (100 %)

Top 3 industries

Other (99.73 %)

Financials (0.27 %)

Top 3 countries

Australia (97.66 %)

New Zealand (2.34 %)

Management fee

0.85 %

0.55 %


Key Summary

EINC

HBRD

Issuer

BetaShares

BetaShares

Tracking index

Asset class

ETF

ETF

Management fee

0.85 %

0.55 %

Price

$8.81

$10.14

Size

$22.700 million

$2.337 billion

10Y return

N/A

N/A

Annual dividend yield (5Y)

5.87 %

4.80 %

Market

ASX

ASX

First listed date

19/02/2018

17/11/2017

Purchase fee

$6.50

$6.50


Community Stats

EINC

HBRD

Popularity

Low

Low

Pearlers invested

2

42

Median incremental investment

$765.45

$925.52

Median investment frequency

Monthly

Monthly

Median total investment

$11,109.41

$2,296.71

Average age group

26 - 35

> 35


Pros and Cons

EINC

HBRD

Pros

  • Higher exposure to AU market

  • Higher price growth

  • Higher distribution yield

  • Lower management fee

Cons

  • Higher management fee

  • Lower exposure to AU market

  • Lower price growth

  • Lower distribution yield

EINC

HBRD

Higher exposure to AU market

Lower exposure to AU market

Higher management fee

Lower management fee

Higher price growth

Lower price growth

Higher distribution yield

Lower distribution yield

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