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Compare HBRD vs. INCM
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 INCM. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
HBRD | INCM | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 51 | 90 |
Median incremental investment | $1,000.00 | $1,046.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,980.72 | $1,472.50 |
Average age group | > 35 | > 35 |
Key Summary
HBRD | INCM | |
|---|---|---|
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 2569.96m in AUM and 154 holdings. HBRD.AX aims to provide investors with attractive income returns from an actively managed, diversified portfolio of primarily hybrid securities. | INCM.AX was created on 2018-10-18 by BetaShares. The fund's investment portfolio concentrates primarily on high dividend yield equity. INCM.AX aims to track the performance of an index (before fees and expenses) that provides exposure to companies which have increased or maintained dividends every year for at least 10 consecutive years within developed markets outside of Australia. |
Top 3 holdings | Betashares Australian Hybrids Active ETF (100 %) | MICROSOFT CORP (5.89 %) APPLE INC (5.26 %) BROADCOM INC (5.20 %) |
Top 3 industries | Other (99.73 %) Financials (0.27 %) | Other (28.08 %) Information Technology (25.00 %) Health Care (8.90 %) |
Top 3 countries | United States (71.61 %) Switzerland (7.41 %) Japan (6.66 %) | |
Management fee | 0.55 % | 0.45 % |
Key Summary
HBRD | INCM | |
|---|---|---|
Issuer | BetaShares | BetaShares |
Tracking index | S&P World Ex-Australia High Yield Dividend Aristocrats Select Index - AUD - Benchmark TR Net | |
Asset class | ETF | ETF |
Management fee | 0.55 % | 0.45 % |
Price | $10.07 | $18.78 |
Size | $2.557 billion | $85.730 million |
10Y return | N/A | N/A |
Annual dividend/ distribution yield (5Y) | 3.58 % | 4.32 % |
Market | ASX | ASX |
First listed date | 17/11/2017 | 22/10/2018 |
Purchase fee | $6.50 | $6.50 |
Community Stats
HBRD | INCM | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 51 | 90 |
Median incremental investment | $1,000.00 | $1,046.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,980.72 | $1,472.50 |
Average age group | > 35 | > 35 |
Pros and Cons
HBRD | INCM | |
|---|---|---|
Pros |
| |
Cons |
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HBRD | INCM |
|---|---|
Lower exposure to US market | Higher exposure to US market |
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |