Compare AU

Compare GROW vs. HGBL

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

Schroder Real Return (Managed Fund)

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 GROW and HGBL. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

GROW

HGBL

Popularity

N/A

Low

Pearlers invested

0

59

Median incremental investment

$0

$3,998.73

Median investment frequency

N/A

Monthly

Median total investment

$0

$16,465.12

Average age group

N/A

26 - 35


Key Summary

GROW

HGBL

Strategy

GROW.AX was created on 2016-08-09 by Schroder. The fund's investment portfolio concentrates primarily on multi-strategy alternatives. Schroder Investment Management Australia Lim

HGBL.AX was created on 2023-05-16 by BetaShares. The fund's investment portfolio concentrates primarily on total market equity. The investment objective of each Fund is to provide an investment return, before fees and expenses, that aims to track the performance of the relevant Index.

Top 3 holdings

Schroder Real Return (Managed Fund) (100 %)

Betashares Global Shares ETF (100.00 %)

Top 3 industries

Other (29.91 %)

Information Technology (23.98 %)

Health Care (8.49 %)

Top 3 countries

United States (51.79 %)

Australia (19.91 %)

Japan (8.50 %)

United States (71.69 %)

Japan (6.93 %)

United Kingdom of Great Britain and Northern Ireland (3.99 %)

Management fee

0.84 %

0.11 %


Key Summary

GROW

HGBL

Issuer

Schroder

BetaShares

Tracking index

Solactive GBS Developed Markets ex Australia Large & Mid Cap Index - AUD - Benchmark TR Net

Asset class

ETF

ETF

Management fee

0.84 %

0.11 %

Price

$3.85

$68.32

Size

$57.906 million

$1.101 billion

10Y return

N/A

N/A

Annual dividend/β€Šdistribution yield (5Y)

3.83 %

0.43 %

Market

ASX

ASX

First listed date

16/08/2016

17/05/2023

Purchase fee

$6.50

$6.50


Community Stats

GROW

HGBL

Popularity

N/A

Low

Pearlers invested

0

59

Median incremental investment

$0

$3,998.73

Median investment frequency

N/A

Monthly

Median total investment

$0

$16,465.12

Average age group

N/A

26 - 35


Pros and Cons

GROW

HGBL

Pros

  • Higher exposure to AU market

  • Higher price growth

  • Higher distribution yield

  • Higher exposure to US market

  • Lower management fee

Cons

  • Lower exposure to US market

  • Higher management fee

  • Lower exposure to AU market

  • Lower price growth

  • Lower distribution yield

GROW

HGBL

Higher exposure to AU market

Lower exposure to AU market

Lower exposure to US market

Higher 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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