Compare AU

Compare HBRD vs. DZZF

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 DZZF. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

HBRD

DZZF

Popularity

Low

Low

Pearlers invested

42

405

Median incremental investment

$925.52

$1,044.04

Median investment frequency

Monthly

Monthly

Median total investment

$2,296.71

$2,820.60

Average age group

> 35

26 - 35


Key Summary

HBRD

DZZF

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.

The fund aims to track the weighted average performance of the underlying ETFs like FAIR and ETHI before considering additional fees, expenses, and taxes.

Top 3 holdings

Aussie Hybrids (active managed fund) (100 %)

BETASHARES GLOBAL SUSTAINABILI (39.03 %)

BETASHARES AUSTRALIAN SUSTAINA (33.61 %)

BETASHARES GLOBAL SUSTAINABILI (16.81 %)

Top 3 industries

Other (99.73 %)

Financials (0.27 %)

Other (99.77 %)

Communication Services (0.23 %)

Top 3 countries

United States (49.43 %)

Australia (33.87 %)

Japan (4.93 %)

Management fee

0.55 %

0.39 %


Key Summary

HBRD

DZZF

Issuer

BetaShares

BetaShares

Tracking index

Asset class

ETF

ETF

Management fee

0.55 %

0.39 %

Price

$10.14

$31.34

Size

$2.337 billion

$98.140 million

10Y return

N/A

N/A

Annual dividend/ distribution yield (5Y)

4.80 %

3.70 %

Market

ASX

ASX

First listed date

17/11/2017

12/12/2019

Purchase fee

$6.50

$6.50


Community Stats

HBRD

DZZF

Popularity

Low

Low

Pearlers invested

42

405

Median incremental investment

$925.52

$1,044.04

Median investment frequency

Monthly

Monthly

Median total investment

$2,296.71

$2,820.60

Average age group

> 35

26 - 35


Pros and Cons

HBRD

DZZF

Pros

  • Higher distribution yield

  • Higher exposure to AU market

  • Higher exposure to US market

  • Lower management fee

  • Higher price growth

Cons

  • Lower exposure to AU market

  • Lower exposure to US market

  • Higher management fee

  • Lower price growth

  • Lower distribution yield

HBRD

DZZF

Lower exposure to AU market

Higher exposure to AU market

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

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