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Compare HBRD vs. ALFA
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 ALFA. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
HBRD | ALFA | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 50 | 15 |
Median incremental investment | $1,000.00 | $1,000.00 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $3,139.92 | $1,078.70 |
Average age group | > 35 | > 35 |
Key Summary
HBRD | ALFA | |
|---|---|---|
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 2586.25m 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. | ALFA.AX was created on 2025-01-21 by VanEck. The fund's investment portfolio concentrates primarily on long/short alternatives. The Fund aims to outperform the S&P/ASX 200 Accumulation Index (Benchmark) over the medium to long term after fees and other costs. There is no guarantee that this objective will be achieved. |
Top 3 holdings | Betashares Australian Hybrids Active ETF (100 %) | IGO Ltd (3.93 %) Kingsgate Consolidated Ltd (3.87 %) MA Financial Group Ltd (3.55 %) |
Top 3 industries | Other (99.73 %) Financials (0.27 %) | |
Top 3 countries | Australia (100.00 %) | |
Management fee | 0.55 % | 0.39 % |
Key Summary
HBRD | ALFA | |
|---|---|---|
Issuer | BetaShares | VanEck |
Tracking index | ||
Asset class | ETF | ETF |
Management fee | 0.55 % | 0.39 % |
Price | $10.08 | $23.45 |
Size | $2.580 billion | $25.259 million |
10Y return | N/A | N/A |
Annual dividend/ distribution yield (5Y) | 3.58 % | 0.51 % |
Market | ASX | ASX |
First listed date | 17/11/2017 | 22/01/2025 |
Purchase fee | $6.50 | $6.50 |
Community Stats
HBRD | ALFA | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 50 | 15 |
Median incremental investment | $1,000.00 | $1,000.00 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $3,139.92 | $1,078.70 |
Average age group | > 35 | > 35 |
Pros and Cons
HBRD | ALFA | |
|---|---|---|
Pros |
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Cons |
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HBRD | ALFA |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |