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Compare HBRD vs. DAVA
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 DAVA. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
HBRD | DAVA | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 51 | 8 |
Median incremental investment | $1,000.00 | $3,296.75 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $2,982.20 | $2,394.43 |
Average age group | > 35 | 26 - 35 |
Key Summary
HBRD | DAVA | |
|---|---|---|
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. | DAVA.AX was created on 1999-06-10 by Dimensional. The fund's investment portfolio concentrates primarily on total market equity. The investment objective of the Trust is to provide long-term capital growth by gaining exposure to a diversified portfolio of Value Companies listed in Australia. |
Top 3 holdings | Betashares Australian Hybrids Active ETF (100 %) | Westpac Banking Corp (9.35 %) National Australia Bank Ltd (9.14 %) ANZ Group Holdings Ltd (8.70 %) |
Top 3 industries | Other (99.73 %) Financials (0.27 %) | Financials (64.43 %) Materials (24.53 %) Communication Services (5.56 %) |
Top 3 countries | Australia (100.00 %) | |
Management fee | 0.55 % | 0.336 % |
Key Summary
HBRD | DAVA | |
|---|---|---|
Issuer | BetaShares | Dimensional |
Tracking index | ||
Asset class | ETF | ETF |
Management fee | 0.55 % | 0.336 % |
Price | $10.08 | $31.76 |
Size | $2.557 billion | N/A |
10Y return | N/A | N/A |
Annual dividend/ distribution yield (5Y) | 3.58 % | 4.42 % |
Market | ASX | ASX |
First listed date | 17/11/2017 | 18/08/2024 |
Purchase fee | $6.50 | $6.50 |
Community Stats
HBRD | DAVA | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 51 | 8 |
Median incremental investment | $1,000.00 | $3,296.75 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $2,982.20 | $2,394.43 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
HBRD | DAVA | |
|---|---|---|
Pros |
| |
Cons |
|
HBRD | DAVA |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |