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Compare FIIN vs. HBRD
Compare shares and ETFs on the ASX that you can trade on Pearler.
Overview
When it comes to investing in the Australian stock market, shares and ETFs are a popular choice. Two options in the ASX are FIIN and HBRD. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
FIIN | HBRD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 10 | 50 |
Median incremental investment | $723.50 | $1,019.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,223.28 | $3,153.54 |
Average age group | > 35 | > 35 |
Key Summary
FIIN | HBRD | |
|---|---|---|
Strategy | FIIN.AX was created on 2024-05-28 by Fidelity. The fund's investment portfolio concentrates primarily on total market equity. To achieve returns in excess of the MSCI India Index NR over the medium to long term | 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 | ICICI Bank Ltd (9.53 %) HDFC Bank Ltd (6.37 %) Axis Bank Ltd (3.97 %) | Betashares Australian Hybrids Active ETF (100 %) |
Top 3 industries | Financials (46.37 %) Information Technology (18.10 %) Other (13.66 %) | Other (99.73 %) Financials (0.27 %) |
Top 3 countries | India (97.30 %) United States (2.70 %) | |
Management fee | 1.2 % | 0.55 % |
Key Summary
FIIN | HBRD | |
|---|---|---|
Issuer | Fidelity | BetaShares |
Tracking index | ||
Asset class | ETF | ETF |
Management fee | 1.2 % | 0.55 % |
Price | $8.35 | $10.14 |
Size | $6.867 million | $2.547 billion |
10Y return | N/A | N/A |
Annual distribution/ dividend yield (5Y) | 8.42 % | 3.55 % |
Market | ASX | ASX |
First listed date | 30/05/2024 | 17/11/2017 |
Purchase fee | $6.50 | $6.50 |
Community Stats
FIIN | HBRD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 10 | 50 |
Median incremental investment | $723.50 | $1,019.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,223.28 | $3,153.54 |
Average age group | > 35 | > 35 |
Pros and Cons
FIIN | HBRD | |
|---|---|---|
Pros |
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Cons |
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FIIN | 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 |