Compare AU

Compare HBRD vs. ISLM

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

Community Stats

HBRD

ISLM

Popularity

Low

Low

Pearlers invested

42

5

Median incremental investment

$925.52

$503.50

Median investment frequency

Monthly

Monthly

Median total investment

$2,296.71

$1,135.13

Average age group

> 35

26 - 35


Key Summary

HBRD

ISLM

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.

ISLM.AX was created on 2020-10-17 by Hejaz . The fund's investment portfolio concentrates primarily on total market equity. To achieve a (total) return at least equal to movements- in the Benchmark over rolling 5 to 7 year timeframe through exposure to a diversified equities portfolio of shariah Compliant investments.

Top 3 holdings

Aussie Hybrids (active managed fund) (100 %)

Taiwan Semiconductor Manufacturing Co Ltd ADR (8.38 %)

Pop Mart International Group Ltd Ordinary Shares (7.58 %)

Air Products & Chemicals Inc (5.53 %)

Top 3 industries

Other (99.73 %)

Financials (0.27 %)

Consumer Discretionary (21.57 %)

Materials (19.16 %)

Information Technology (19.15 %)

Top 3 countries

United States (39.31 %)

Australia (26.55 %)

China (10.94 %)

Management fee

0.55 %

1.89 %


Key Summary

HBRD

ISLM

Issuer

BetaShares

Hejaz

Tracking index

MSCI World Islamic

Asset class

ETF

ETF

Management fee

0.55 %

1.89 %

Price

$10.14

$1.125

Size

$2.337 billion

N/A

10Y return

N/A

N/A

Annual dividend/โ€Šdistribution yield (5Y)

4.80 %

- %

Market

ASX

ASX

First listed date

17/11/2017

16/10/2022

Purchase fee

$6.50

$6.50


Community Stats

HBRD

ISLM

Popularity

Low

Low

Pearlers invested

42

5

Median incremental investment

$925.52

$503.50

Median investment frequency

Monthly

Monthly

Median total investment

$2,296.71

$1,135.13

Average age group

> 35

26 - 35


Pros and Cons

HBRD

ISLM

Pros

  • Lower management fee

  • Higher distribution yield

  • Higher exposure to AU market

  • Higher exposure to US market

  • Higher price growth

Cons

  • Lower exposure to AU market

  • Lower exposure to US market

  • Lower price growth

  • Higher management fee

  • Lower distribution yield

HBRD

ISLM

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

Higher distribution yield

Lower distribution yield

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