Compare AU

Compare HBRD vs. GARP

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 are a popular choice. Two options in the ASX are HBRD and GARP. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

HBRD

GARP

Popularity

Low

Low

Pearlers invested

42

19

Median incremental investment

$925.52

$1,025.10

Median investment frequency

Monthly

Monthly

Median total investment

$2,298.98

$1,633.80

Average age group

> 35

> 35


Key Summary

HBRD

GARP

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.

GARP.AX was created on 2024-09-24 by Global X. The fund's investment portfolio concentrates primarily on total market equity. The ETF currently has 4.65m in AUM and 248 holdings. The investment objective of the Fund is to provide investors with a return that (before fees and expenses) tracks the performance of the S&P World Ex-Australia GARP.AX Index.

Top 3 holdings

Aussie Hybrids (active managed fund) (100 %)

Global X S&P World Ex Australia Garp ETF (100 %)

Top 3 industries

Other (99.73 %)

Financials (0.27 %)

Top 3 countries

Management fee

0.55 %

0 %


Key Summary

HBRD

GARP

Issuer

BetaShares

Global X

Tracking index

S&P World Ex-Australia GARP Index - AUD - Benchmark TR Gross

Asset class

ETF

ETF

Management fee

0.55 %

0 %

Price

$10.14

$11.62

Size

$2.337 billion

$6.572 million

10Y return

N/A

N/A

Annual dividend yield (5Y)

4.80 %

- %

Market

ASX

ASX

First listed date

17/11/2017

25/09/2024

Purchase fee

$6.50

$6.50


Community Stats

HBRD

GARP

Popularity

Low

Low

Pearlers invested

42

19

Median incremental investment

$925.52

$1,025.10

Median investment frequency

Monthly

Monthly

Median total investment

$2,298.98

$1,633.80

Average age group

> 35

> 35


Pros and Cons

HBRD

GARP

Pros

  • Higher distribution yield

  • Lower management fee

  • Higher price growth

Cons

  • Higher management fee

  • Lower price growth

  • Lower distribution yield

HBRD

GARP

Higher management fee

Lower management fee

Lower price growth

Higher price growth

Higher distribution yield

Lower distribution yield

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