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Compare HBRD vs. DGVA
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 DGVA. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
HBRD | DGVA | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 50 | 3 |
Median incremental investment | $1,019.00 | $6,864.14 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $3,147.32 | $35,781.36 |
Average age group | > 35 | 26 - 35 |
Key Summary
HBRD | DGVA | |
|---|---|---|
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. | DGVA.AX was created on 1999-08-27 by Dimensional. The fund's investment portfolio concentrates primarily on large cap equity. The investment objective of the Trust is to provide long-term capital growth by gaining exposure to a diversified portfolio of large Value Companies associated with approved developed markets (excluding Australia). |
Top 3 holdings | Betashares Australian Hybrids Active ETF (100 %) | JPMorgan Chase & Co (3.40 %) Micron Technology Inc (2.04 %) Exxon Mobil Corp (2.03 %) |
Top 3 industries | Other (99.73 %) Financials (0.27 %) | Financials (24.31 %) Health Care (22.85 %) Energy (22.16 %) |
Top 3 countries | United States (69.68 %) Japan (6.36 %) United Kingdom of Great Britain and Northern Ireland (4.08 %) | |
Management fee | 0.55 % | 0 % |
Key Summary
HBRD | DGVA | |
|---|---|---|
Issuer | BetaShares | Dimensional |
Tracking index | ||
Asset class | ETF | ETF |
Management fee | 0.55 % | 0 % |
Price | $10.12 | $28.13 |
Size | $2.609 billion | N/A |
10Y return | N/A | N/A |
Annual dividend/ distribution yield (5Y) | 3.55 % | 3.09 % |
Market | ASX | ASX |
First listed date | 17/11/2017 | 18/08/2024 |
Purchase fee | $6.50 | $6.50 |
Community Stats
HBRD | DGVA | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 50 | 3 |
Median incremental investment | $1,019.00 | $6,864.14 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $3,147.32 | $35,781.36 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
HBRD | DGVA | |
|---|---|---|
Pros |
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Cons |
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HBRD | DGVA |
|---|---|
Lower exposure to US market | Higher exposure to US market |
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |