Compare AU

Compare EX20 vs. HBRD

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

BetaShares Australian Ex-20 Portfolio Diversifier 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 EX20 and HBRD. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

EX20

HBRD

Popularity

Low

Low

Pearlers invested

22

43

Median incremental investment

$1,993.50

$921.04

Median investment frequency

Monthly

Monthly

Median total investment

$3,584.46

$2,292.75

Average age group

> 35

> 35


Key Summary

EX20

HBRD

Strategy

EX20.AX was created on 2016-10-05 by BetaShares. The fund's investment portfolio concentrates primarily on large cap equity. EX20.AX aims to track the performance of an index (before fees and expenses) comprising the 180 largest stocks listed on the ASX, after excluding the 20 largest, based on their market capitalisation.

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

SUNCORP GROUP LTD (2.54 %)

COCHLEAR LTD (2.45 %)

BRAMBLES LTD (2.39 %)

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

Top 3 industries

Materials (16.44 %)

Financials (13.89 %)

Industrials (13.22 %)

Other (99.73 %)

Financials (0.27 %)

Top 3 countries

Australia (89.38 %)

United States (5.50 %)

New Zealand (3.83 %)

Management fee

0.25 %

0.55 %


Key Summary

EX20

HBRD

Issuer

BetaShares

BetaShares

Tracking index

Nasdaq Australia Completion Cap Index - AUD

Asset class

ETF

ETF

Management fee

0.25 %

0.55 %

Price

$21.79

$10.19

Size

$370.934 million

$2.342 billion

10Y return

N/A

N/A

Annual distribution/โ€Šdividend yield (5Y)

3.56 %

4.74 %

Market

ASX

ASX

First listed date

07/10/2016

17/11/2017

Purchase fee

$6.50

$6.50


Community Stats

EX20

HBRD

Popularity

Low

Low

Pearlers invested

22

43

Median incremental investment

$1,993.50

$921.04

Median investment frequency

Monthly

Monthly

Median total investment

$3,584.46

$2,292.75

Average age group

> 35

> 35


Pros and Cons

EX20

HBRD

Pros

  • Higher exposure to AU market

  • Higher exposure to US market

  • Lower management fee

  • Higher price growth

  • Higher distribution yield

Cons

  • Lower distribution yield

  • Lower exposure to AU market

  • Lower exposure to US market

  • Higher management fee

  • Lower price growth

EX20

HBRD

Higher exposure to AU market

Lower exposure to AU market

Higher exposure to US market

Lower exposure to US market

Lower management fee

Higher management fee

Higher price growth

Lower price growth

Lower distribution yield

Higher distribution yield

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