Compare AU

Compare HBRD vs. FAIR

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

BetaShares Australian Hybrids Active ETF

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

Community Stats

HBRD

FAIR

Popularity

Low

Medium

Pearlers invested

45

1,108

Median incremental investment

$936.75

$757.69

Median investment frequency

Monthly

Monthly

Median total investment

$2,050.30

$1,513.92

Average age group

> 35

26 - 35


Key Summary

HBRD

FAIR

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 2350.6m in AUM and 138 holdings. 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 performance of the NASDAQ FUTURE AUSTRALIAN SUSTAINABILITY LEADERS INDEX before considering fees, taxes, and other expenses.

Top 3 holdings

BetaShares Australian Hybrids Active ETF (100 %)

SPI 200 FUTURES MAR25 (0 %)

BRAMBLES LTD (4.60 %)

SUNCORP GROUP LTD (4.49 %)

Top 3 industries

Other (99.73 %)

Financials (0.27 %)

Financials (17.07 %)

Real Estate (16.20 %)

Health Care (15.84 %)

Top 3 countries

Australia (89.09 %)

New Zealand (6.19 %)

United States (4.72 %)

Management fee

0.55 %

0.49 %


Key Summary

HBRD

FAIR

Issuer

BetaShares

BetaShares

Tracking index

Nasdaq Future Australian Sustainability Leaders Index - AUD

Asset class

ETF

ETF

Management fee

0.55 %

0.49 %

Price

$10.14

$20.12

Size

$2.332 billion

$1.064 billion

10Y return

N/A

N/A

Annual dividend/โ€Šdistribution yield (5Y)

4.93 %

3.37 %

Market

ASX

ASX

First listed date

17/11/2017

29/11/2017

Purchase fee

$6.50

$6.50


Community Stats

HBRD

FAIR

Popularity

Low

Medium

Pearlers invested

45

1,108

Median incremental investment

$936.75

$757.69

Median investment frequency

Monthly

Monthly

Median total investment

$2,050.30

$1,513.92

Average age group

> 35

26 - 35


Pros and Cons

HBRD

FAIR

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

FAIR

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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