Compare AU

Compare HBRD vs. IGB

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

Community Stats

HBRD

IGB

Popularity

Low

Low

Pearlers invested

42

3

Median incremental investment

$925.52

$821.37

Median investment frequency

Monthly

Fortnightly

Median total investment

$2,296.71

$2,267.57

Average age group

> 35

26 - 35


Key Summary

HBRD

IGB

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.

IGB.AX was created on 2012-03-12 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. The index is designed to measure the performance of the Australian bond market and is comprised of fixed income securities issued by the Australian Treasury.

Top 3 holdings

Aussie Hybrids (active managed fund) (100 %)

AUSTRALIA (COMMONWEALTH OF) RegS (5.50 %)

AUSTRALIA (COMMONWEALTH OF) RegS (5.37 %)

AUSTRALIA (COMMONWEALTH OF) RegS (5.32 %)

Top 3 industries

Other (99.73 %)

Financials (0.27 %)

Other (99.83 %)

Communication Services (0.17 %)

Top 3 countries

Management fee

0.55 %

0.26 %


Key Summary

HBRD

IGB

Issuer

BetaShares

iShares

Tracking index

Bloomberg AusBond Treasury (0+Y)

Asset class

ETF

ETF

Management fee

0.55 %

0.26 %

Price

$10.14

$98.59

Size

$2.337 billion

$366.621 million

10Y return

N/A

-6.72 %

Annual dividend/ distribution yield (5Y)

4.80 %

1.75 %

Market

ASX

ASX

First listed date

17/11/2017

14/03/2012

Purchase fee

$6.50

$6.50


Community Stats

HBRD

IGB

Popularity

Low

Low

Pearlers invested

42

3

Median incremental investment

$925.52

$821.37

Median investment frequency

Monthly

Fortnightly

Median total investment

$2,296.71

$2,267.57

Average age group

> 35

26 - 35


Pros and Cons

HBRD

IGB

Pros

  • Higher price growth

  • Higher distribution yield

  • Lower management fee

Cons

  • Higher management fee

  • Lower price growth

  • Lower distribution yield

HBRD

IGB

Higher management fee

Lower management fee

Higher price growth

Lower price growth

Higher distribution yield

Lower distribution yield

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