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Compare HBRD vs. INIF
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 INIF. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
HBRD | INIF | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 53 | 8 |
Median incremental investment | $996.75 | $993.72 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,920.30 | $8,373.50 |
Average age group | > 35 | > 35 |
Key Summary
HBRD | INIF | |
|---|---|---|
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. | INIF.AX was created on 2018-06-18 by Intelligent Investor . The fund's investment portfolio concentrates primarily on total market equity. To achieve a total return of 1% above the S&P/ASX Accumulation Index p.a. and have a distribution yield 2% greater that the Intelligent Investor Growth Fund over rolling five year periods. |
Top 3 holdings | Betashares Australian Credit Income Active ETF (100 %) | BHP Group Ltd (8.03 %) Mineral Resources Ltd (5.92 %) Dalrymple Bay Infrastructure Ltd Stapled (Ordinary Share , Unsecured note) (5.32 %) |
Top 3 industries | Other (99.73 %) Financials (0.27 %) | Materials (22.37 %) Communication Services (18.23 %) Energy (17.03 %) |
Top 3 countries | Australia (86.74 %) New Zealand (7.69 %) United States (5.57 %) | |
Management fee | 0.55 % | 0.97 % |
Key Summary
HBRD | INIF | |
|---|---|---|
Issuer | BetaShares | Intelligent Investor |
Tracking index | ||
Asset class | ETF | ETF |
Management fee | 0.55 % | 0.97 % |
Price | $10.07 | $2.99 |
Size | $2.495 billion | $70.599 million |
10Y return | N/A | N/A |
Annual dividend/ distribution yield (5Y) | 3.62 % | 5.63 % |
Market | ASX | ASX |
First listed date | 17/11/2017 | 19/06/2018 |
Purchase fee | $6.50 | $6.50 |
Community Stats
HBRD | INIF | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 53 | 8 |
Median incremental investment | $996.75 | $993.72 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,920.30 | $8,373.50 |
Average age group | > 35 | > 35 |
Pros and Cons
HBRD | INIF | |
|---|---|---|
Pros |
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Cons |
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HBRD | INIF |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Lower exposure to US market | Higher exposure to US market |
Lower management fee | Higher management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |