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Compare FUEL vs. HCRD
Compare shares and ETFs on the ASX that you can trade on Pearler.
Overview
When it comes to investing in the Australian stock market, Exchange-Traded Funds (ETFs) are a popular choice. Two well-known options in the Australian Securities Exchange (ASX) are the Betashares Global Energy Comp Currency Hedged ETF (FUEL) and the Betashares Interest Rate Hedged Aus Corp Bond ETF (HCRD). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
FUEL | HCRD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 122 | 5 |
Median incremental investment | $1,200.00 | $7,320.35 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $2,301.77 | $49,733.20 |
Average age group | > 35 | > 35 |
Key Summary
FUEL | HCRD | |
|---|---|---|
Strategy | FUEL.AX was created on 2016-06-16 by BetaShares. The fund's investment portfolio concentrates primarily on energy equity. The fund aims to track the performance of an index (before fees and expenses) that comprises the largest global energy companies (ex-Australia), hedged into Australian dollars. | HCRD.AX was created on 2022-11-14 by BetaShares. The fund's investment portfolio concentrates primarily on investment grade fixed income. The investment objective of the Fund is to provide an investment return that aims to track the performance of the Solactive Australian Investment Grade Corporate Bond Select DH Index, before taking into account fees and expenses. |
Top 3 holdings | AUD - AUSTRALIA DOLLAR (0 %) BRL - BRAZILIAN REAL (0 %) CAD - CANADA DOLLAR (0 %) | AUST 10Y BOND FUT MAR26 (0 %) EMIRATES NBD BANK PJSC 5.913% JUN-35 (2.91 %) AROUNDTOWN SA 6.65% FEB-36 (2.40 %) |
Top 3 industries | Other (80.63 %) Communication Services (33.88 %) Energy (18.47 %) | Other (99.06 %) Communication Services (0.94 %) |
Top 3 countries | United States (50.76 %) Canada (17.56 %) United Kingdom of Great Britain and Northern Ireland (11.99 %) | |
Management fee | 0.57 % | 0.29 % |
Key Summary
FUEL | HCRD | |
|---|---|---|
Issuer | BetaShares | BetaShares |
Tracking index | Nasdaq Global ex-Australia Energy Hedged AUD Index - AUD | Solactive Australian Investment Grade Corporate Bond Select Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.57 % | 0.29 % |
Price | $8.17 | $25.40 |
Size | $265.828 million | $244.422 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 3.03 % | 3.46 % |
Market | ASX | ASX |
First listed date | 20/06/2016 | 15/11/2022 |
Purchase fee | $6.50 | $6.50 |
Community Stats
FUEL | HCRD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 122 | 5 |
Median incremental investment | $1,200.00 | $7,320.35 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $2,301.77 | $49,733.20 |
Average age group | > 35 | > 35 |
Pros and Cons
FUEL | HCRD | |
|---|---|---|
Pros |
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Cons |
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FUEL | HCRD |
|---|---|
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 |