Compare AU

Compare HBRD vs. AYLD

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

Aussie Hybrids (active 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 HBRD and AYLD. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

HBRD

AYLD

Popularity

Low

Low

Pearlers invested

42

10

Median incremental investment

$925.52

$1,065.75

Median investment frequency

Monthly

Fortnightly

Median total investment

$2,296.71

$1,877.62

Average age group

> 35

> 35


Key Summary

HBRD

AYLD

Strategy

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.

AYLD.AX was created on 2023-01-30 by Global X. The fund's investment portfolio concentrates primarily on total market equity. The ETF currently has 52.54m in AUM and 202 holdings. The Fund aims to provide investors with a return that (before fees and expenses) tracks the performance of the S&P/ASX BuyWrite Index

Top 3 holdings

Aussie Hybrids (active managed fund) (100 %)

Commonwealth Bank of Australia (10.64 %)

BHP Group Ltd (8.51 %)

CSL Ltd (5.47 %)

Top 3 industries

Other (99.73 %)

Financials (0.27 %)

Financials (56.04 %)

Materials (16.72 %)

Health Care (11.14 %)

Top 3 countries

Australia (94.85 %)

United States (3.09 %)

New Zealand (1.58 %)

Management fee

0.55 %

0.6 %


Key Summary

HBRD

AYLD

Issuer

BetaShares

Global X

Tracking index

S&P/ASX 200 Index

Asset class

ETF

ETF

Management fee

0.55 %

0.6 %

Price

$10.14

$10.73

Size

$2.337 billion

$55.617 million

10Y return

N/A

N/A

Annual dividend/โ€Šdistribution yield (5Y)

4.80 %

3.17 %

Market

ASX

ASX

First listed date

17/11/2017

31/01/2023

Purchase fee

$6.50

$6.50


Community Stats

HBRD

AYLD

Popularity

Low

Low

Pearlers invested

42

10

Median incremental investment

$925.52

$1,065.75

Median investment frequency

Monthly

Fortnightly

Median total investment

$2,296.71

$1,877.62

Average age group

> 35

> 35


Pros and Cons

HBRD

AYLD

Pros

  • Lower management fee

  • Higher distribution yield

  • Higher exposure to AU market

  • Higher exposure to US market

  • Higher price growth

Cons

  • Lower exposure to AU market

  • Lower exposure to US market

  • Lower price growth

  • Higher management fee

  • Lower distribution yield

HBRD

AYLD

Lower exposure to AU market

Higher exposure to AU market

Lower exposure to US market

Higher exposure to US market

Lower management fee

Higher management fee

Lower price growth

Higher price growth

Higher distribution yield

Lower distribution yield

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