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Compare HBRD vs. GPEQ

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

Community Stats

HBRD

GPEQ

Popularity

Low

Low

Pearlers invested

42

29

Median incremental investment

$925.52

$795.59

Median investment frequency

Monthly

Monthly

Median total investment

$2,296.71

$2,118.88

Average age group

> 35

> 35


Key Summary

HBRD

GPEQ

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.

GPEQ.AX was created on 2021-11-23 by VanEck. The fund's investment portfolio concentrates primarily on large cap equity. The ETF currently has 39.71m in AUM and 51 holdings. GPEQ.AX gives investors a diversified portfolio of the 50 largest and most liquid global listed private equity companies. GPEQ.AX aims to provide investment returns before fees and other costs which track the performance of the Index.

Top 3 holdings

Aussie Hybrids (active managed fund) (100 %)

KKR & Co Inc Ordinary Shares (8.77 %)

Blackstone Inc (8.47 %)

Apollo Global Management Inc Class A (8.06 %)

Top 3 industries

Other (99.73 %)

Financials (0.27 %)

Financials (100.00 %)

Top 3 countries

United States (70.14 %)

Switzerland (8.64 %)

Sweden (6.30 %)

Management fee

0.55 %

0.65 %


Key Summary

HBRD

GPEQ

Issuer

BetaShares

VanEck

Tracking index

LPX 50 Index

Asset class

ETF

ETF

Management fee

0.55 %

0.65 %

Price

$10.14

$25.89

Size

$2.337 billion

$43.162 million

10Y return

N/A

N/A

Annual dividend/β€Šdistribution yield (5Y)

4.80 %

1.49 %

Market

ASX

ASX

First listed date

17/11/2017

24/11/2021

Purchase fee

$6.50

$6.50


Community Stats

HBRD

GPEQ

Popularity

Low

Low

Pearlers invested

42

29

Median incremental investment

$925.52

$795.59

Median investment frequency

Monthly

Monthly

Median total investment

$2,296.71

$2,118.88

Average age group

> 35

> 35


Pros and Cons

HBRD

GPEQ

Pros

  • Lower management fee

  • Higher distribution yield

  • Higher exposure to US market

  • Higher price growth

Cons

  • Lower exposure to US market

  • Lower price growth

  • Higher management fee

  • Lower distribution yield

HBRD

GPEQ

Lower exposure to US market

Higher exposure to US market

Lower management fee

Higher management fee

Lower price growth

Higher price growth

Higher distribution yield

Lower distribution yield

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