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Compare ETHI vs. HBRD

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

BetaShares Global Sustainability Leaders 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 ETHI and HBRD. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

ETHI

HBRD

Popularity

Medium

Low

Pearlers invested

3,479

42

Median incremental investment

$793.50

$936.75

Median investment frequency

Monthly

Monthly

Median total investment

$2,158.88

$2,321.56

Average age group

26 - 35

> 35


Key Summary

ETHI

HBRD

Strategy

ETHI seeks to track the performance of the NASDAQ Future Global Sustainability Leaders Index, which includes 200 large-cap companies considered as “Climate Leaders". It excludes companies that have direct or significant exposure to fossil fuels or engaged in activities deemed inconsistent with responsible investment considerations.

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 2338.79m in AUM and 108 holdings. HBRD.AX aims to provide investors with attractive income returns from an actively managed, diversified portfolio of primarily hybrid securities.

Top 3 holdings

NVIDIA CORP (5.46 %)

APPLE INC (5.19 %)

VISA INC (4.74 %)

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

Top 3 industries

Information Technology (26.88 %)

Financials (21.97 %)

Other (21.23 %)

Other (99.73 %)

Financials (0.27 %)

Top 3 countries

United States (78.50 %)

Japan (7.27 %)

Netherlands (3.56 %)

Management fee

0.59 %

0.55 %


Key Summary

ETHI

HBRD

Issuer

BetaShares

BetaShares

Tracking index

Nasdaq Future Global Sustainability Leaders Index - AUD

Asset class

ETF

ETF

Management fee

0.59 %

0.55 %

Price

$16.48

$10.16

Size

$3.847 billion

$2.333 billion

10Y return

N/A

N/A

Annual distribution/ dividend yield (5Y)

5.50 %

4.78 %

Market

ASX

ASX

First listed date

09/01/2017

17/11/2017

Purchase fee

$6.50

$6.50


Community Stats

ETHI

HBRD

Popularity

Medium

Low

Pearlers invested

3,479

42

Median incremental investment

$793.50

$936.75

Median investment frequency

Monthly

Monthly

Median total investment

$2,158.88

$2,321.56

Average age group

26 - 35

> 35


Pros and Cons

ETHI

HBRD

Pros

  • Higher exposure to US market

  • Higher price growth

  • Higher distribution yield

  • Lower management fee

Cons

  • Higher management fee

  • Lower exposure to US market

  • Lower price growth

  • Lower distribution yield

ETHI

HBRD

Higher exposure to US market

Lower exposure to US market

Higher management fee

Lower management fee

Higher price growth

Lower price growth

Higher distribution yield

Lower distribution yield

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