Compare AU

Compare HBRD vs. DGVA

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

BetaShares Active Australian Hybrids Fund (Managed Fund)

ASX

Buy

Buy

Overview
Performance

Overview

When it comes to investing in the Australian stock market, shares 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

43

1

Median incremental investment

$921.04

$24,525.75

Median investment frequency

Monthly

Monthly

Median total investment

$2,292.75

$24,337.70

Average age group

> 35

< 26


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 Active Australian Hybrids Fund (Managed Fund) (100 %)

Dimensional Global Value Trust - Active ETF (100 %)

Top 3 industries

Other (99.73 %)

Financials (0.27 %)

Top 3 countries

Management fee

0.55 %

0 %


Key Summary

HBRD

DGVA

Issuer

BetaShares

Dimensional

Tracking index

Asset class

ETF

ETF

Management fee

0.55 %

0 %

Price

$10.19

$24.46

Size

$2.342 billion

N/A

10Y return

N/A

N/A

Annual dividend yield (5Y)

4.74 %

- %

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

43

1

Median incremental investment

$921.04

$24,525.75

Median investment frequency

Monthly

Monthly

Median total investment

$2,292.75

$24,337.70

Average age group

> 35

< 26


Pros and Cons

HBRD

DGVA

Pros

  • Higher distribution yield

  • Lower management fee

  • Higher price growth

Cons

  • Higher management fee

  • Lower price growth

  • Lower distribution yield

HBRD

DGVA

Higher management fee

Lower management fee

Lower price growth

Higher price growth

Higher distribution yield

Lower distribution yield

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