Compare AU
Compare HBRD vs. HGBL
Compare shares and ETFs on the ASX that you can trade on Pearler.
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 HGBL. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
HBRD | HGBL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 45 | 72 |
Median incremental investment | $936.75 | $4,642.89 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,050.30 | $14,510.93 |
Average age group | > 35 | 26 - 35 |
Key Summary
HBRD | HGBL | |
|---|---|---|
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. | HGBL.AX was created on 2023-05-16 by BetaShares. The fund's investment portfolio concentrates primarily on total market equity. The investment objective of each Fund is to provide an investment return, before fees and expenses, that aims to track the performance of the relevant Index. |
Top 3 holdings | BetaShares Australian Hybrids Active ETF (100 %) | APPLE INC (5.08 %) MICROSOFT CORP (4.24 %) NVIDIA CORP (3.82 %) |
Top 3 industries | Other (99.73 %) Financials (0.27 %) | Other (30.79 %) Information Technology (21.93 %) Financials (8.79 %) |
Top 3 countries | United States (71.69 %) Japan (6.93 %) United Kingdom of Great Britain and Northern Ireland (3.99 %) | |
Management fee | 0.55 % | 0.11 % |
Key Summary
HBRD | HGBL | |
|---|---|---|
Issuer | BetaShares | BetaShares |
Tracking index | Solactive GBS Developed Markets ex Australia Large & Mid Cap Index - AUD - Benchmark TR Net | |
Asset class | ETF | ETF |
Management fee | 0.55 % | 0.11 % |
Price | $10.14 | $64.93 |
Size | $2.332 billion | $1.186 billion |
10Y return | N/A | N/A |
Annual dividend/ distribution yield (5Y) | 4.93 % | 0.53 % |
Market | ASX | ASX |
First listed date | 17/11/2017 | 17/05/2023 |
Purchase fee | $6.50 | $6.50 |
Community Stats
HBRD | HGBL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 45 | 72 |
Median incremental investment | $936.75 | $4,642.89 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,050.30 | $14,510.93 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
HBRD | HGBL | |
|---|---|---|
Pros |
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Cons |
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HBRD | HGBL |
|---|---|
Lower exposure to US market | Higher exposure to US market |
Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |