Compare AU

Compare HBRD vs. IUSG

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

Community Stats

HBRD

IUSG

Popularity

Low

N/A

Pearlers invested

42

0

Median incremental investment

$925.52

$0

Median investment frequency

Monthly

N/A

Median total investment

$2,298.98

$0

Average age group

> 35

N/A


Key Summary

HBRD

IUSG

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.

IUSG.AX was created on 2023-09-19 by iShares. The fund's investment portfolio concentrates primarily on investment grade fixed income. The Fund aims to provide investors with the performance of the ICE U.S. Treasury Core Bond AUD Hedged Index

Top 3 holdings

Aussie Hybrids (active managed fund) (100 %)

iShares $ Treasury Bond ETF AUD H Dist (100.00 %)

Top 3 industries

Other (99.73 %)

Financials (0.27 %)

Top 3 countries

Management fee

0.55 %

0.26 %


Key Summary

HBRD

IUSG

Issuer

BetaShares

iShares

Tracking index

ICE U.S. Treasury Core Bond Index - AUD - Benchmark TR Net Hedged

Asset class

ETF

ETF

Management fee

0.55 %

0.26 %

Price

$10.14

$101.38

Size

$2.337 billion

$6.532 million

10Y return

N/A

N/A

Annual dividend/โ€Šdistribution yield (5Y)

4.80 %

0.67 %

Market

ASX

ASX

First listed date

17/11/2017

21/09/2023

Purchase fee

$6.50

$6.50


Community Stats

HBRD

IUSG

Popularity

Low

N/A

Pearlers invested

42

0

Median incremental investment

$925.52

$0

Median investment frequency

Monthly

N/A

Median total investment

$2,298.98

$0

Average age group

> 35

N/A


Pros and Cons

HBRD

IUSG

Pros

  • Higher distribution yield

  • Lower management fee

  • Higher price growth

Cons

  • Higher management fee

  • Lower price growth

  • Lower distribution yield

HBRD

IUSG

Higher management fee

Lower management fee

Lower price growth

Higher price growth

Higher distribution yield

Lower distribution yield

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