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Compare HBRD vs. ADEF
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 HBRD and ADEF. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
HBRD | ADEF | |
|---|---|---|
Popularity | Low | N/A |
Pearlers invested | 51 | 0 |
Median incremental investment | $1,000.00 | $0 |
Median investment frequency | Monthly | N/A |
Median total investment | $2,980.72 | $0 |
Average age group | > 35 | N/A |
Key Summary
HBRD | ADEF | |
|---|---|---|
Strategy | 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 2569.96m in AUM and 154 holdings. HBRD.AX aims to provide investors with attractive income returns from an actively managed, diversified portfolio of primarily hybrid securities. | ADEF.AX was created on 2021-02-24 by Apostle. The fund's investment portfolio concentrates primarily on total market equity. The Funds investment objective is to deliver Long-Term dividend growth and capital appreciation. The target is to exceed the MSCI All Country World ex Australia Index by 2.5% p.a. after all fees and expenses on a rolling 5 year basis. |
Top 3 holdings | Betashares Australian Hybrids Active ETF (100 %) | Alphabet Inc Class C (4.12 %) Microsoft Corp (3.94 %) WR Berkley Corp (3.64 %) |
Top 3 industries | Other (99.73 %) Financials (0.27 %) | Financials (38.26 %) Information Technology (31.92 %) Industrials (11.72 %) |
Top 3 countries | ||
Management fee | 0.55 % | 0 % |
Key Summary
HBRD | ADEF | |
|---|---|---|
Issuer | BetaShares | Apostle |
Tracking index | MSCI All Country World ex-Australia Index - AUD - Benchmark TR Net | |
Asset class | ETF | ETF |
Management fee | 0.55 % | 0 % |
Price | $10.07 | $5.62 |
Size | $2.557 billion | $15.109 million |
10Y return | N/A | N/A |
Annual dividend/ distribution yield (5Y) | 3.58 % | 0.32 % |
Market | ASX | ASX |
First listed date | 17/11/2017 | 23/02/2021 |
Purchase fee | $6.50 | $6.50 |
Community Stats
HBRD | ADEF | |
|---|---|---|
Popularity | Low | N/A |
Pearlers invested | 51 | 0 |
Median incremental investment | $1,000.00 | $0 |
Median investment frequency | Monthly | N/A |
Median total investment | $2,980.72 | $0 |
Average age group | > 35 | N/A |
Pros and Cons
HBRD | ADEF | |
|---|---|---|
Pros |
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Cons |
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HBRD | ADEF |
|---|---|
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |