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Compare HBRD vs. EMXC

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

Community Stats

HBRD

EMXC

Popularity

Low

Low

Pearlers invested

42

3

Median incremental investment

$925.52

$1,628.00

Median investment frequency

Monthly

Quarterly

Median total investment

$2,296.71

$2,116.92

Average age group

> 35

> 35


Key Summary

HBRD

EMXC

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.

EMXC.AX was created on 2024-06-07 by iShares. The fund's investment portfolio concentrates primarily on total market equity. The Fund aims to provide investors with the performance of an index, before fees and expenses.

Top 3 holdings

Aussie Hybrids (active managed fund) (100 %)

ISHARES MSCI EM EX-CHINA UCI USDHD (99.92 %)

USD CASH (6.71 %)

EUR CASH (0.01 %)

Top 3 industries

Other (99.73 %)

Financials (0.27 %)

Top 3 countries

Management fee

0.55 %

0.25 %


Key Summary

HBRD

EMXC

Issuer

BetaShares

iShares

Tracking index

MSCI EM (Emerging Markets) ex China

Asset class

ETF

ETF

Management fee

0.55 %

0.25 %

Price

$10.14

$27.14

Size

$2.340 billion

$6.010 million

10Y return

N/A

N/A

Annual dividend/ distribution yield (5Y)

4.80 %

- %

Market

ASX

ASX

First listed date

17/11/2017

12/06/2024

Purchase fee

$6.50

$6.50


Community Stats

HBRD

EMXC

Popularity

Low

Low

Pearlers invested

42

3

Median incremental investment

$925.52

$1,628.00

Median investment frequency

Monthly

Quarterly

Median total investment

$2,296.71

$2,116.92

Average age group

> 35

> 35


Pros and Cons

HBRD

EMXC

Pros

  • Higher distribution yield

  • Lower management fee

  • Higher price growth

Cons

  • Higher management fee

  • Lower price growth

  • Lower distribution yield

HBRD

EMXC

Higher management fee

Lower management fee

Lower price growth

Higher price growth

Higher distribution yield

Lower distribution yield

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