Compare AU
Compare HBRD vs. ICOR
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 ICOR. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
HBRD | ICOR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 42 | 4 |
Median incremental investment | $925.52 | $556.14 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,296.71 | $3,382.44 |
Average age group | > 35 | 26 - 35 |
Key Summary
HBRD | ICOR | |
|---|---|---|
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. | ICOR.AX was created on 2020-05-27 by iShares. The fund's investment portfolio concentrates primarily on investment grade fixed income. 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 %) | NATIONAL AUSTRALIA BANK LTD MTN RegS (1.44 %) LONSDALE FINANCE PTY LTD MTN RegS (1.39 %) AUSGRID FINANCE PTY LTD MTN (1.26 %) |
Top 3 industries | Other (99.73 %) Financials (0.27 %) | Other (97.20 %) Communication Services (1.33 %) Utilities (0.68 %) |
Top 3 countries | ||
Management fee | 0.55 % | 0.15 % |
Key Summary
HBRD | ICOR | |
|---|---|---|
Issuer | BetaShares | iShares |
Tracking index | Bloomberg AusBond Credit (0+Y) Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.55 % | 0.15 % |
Price | $10.14 | $95.28 |
Size | $2.340 billion | $252.446 million |
10Y return | N/A | N/A |
Annual dividend/ distribution yield (5Y) | 4.80 % | 2.09 % |
Market | ASX | ASX |
First listed date | 17/11/2017 | 28/05/2020 |
Purchase fee | $6.50 | $6.50 |
Community Stats
HBRD | ICOR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 42 | 4 |
Median incremental investment | $925.52 | $556.14 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,296.71 | $3,382.44 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
HBRD | ICOR | |
|---|---|---|
Pros |
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Cons |
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HBRD | ICOR |
|---|---|
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |