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Compare HBRD vs. IVV
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 IVV. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
HBRD | IVV | |
|---|---|---|
Popularity | Low | High |
Pearlers invested | 51 | 22,671 |
Median incremental investment | $1,000.00 | $993.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,980.72 | $2,894.78 |
Average age group | > 35 | 26 - 35 |
Key Summary
HBRD | IVV | |
|---|---|---|
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. | iShares S&P 500 ETF (ASX: IVV) seeks to track the performance of the US S&P 500 index before account fees, expenses, and taxes. The index tracks the top 500 companies on the US stock market. |
Top 3 holdings | Betashares Australian Hybrids Active ETF (100 %) | ISHARES CORE S&P ETF TRUST (99.97 %) AUD CASH (0.08 %) USD/AUD (0.00 %) |
Top 3 industries | Other (99.73 %) Financials (0.27 %) | Other (99.97 %) Communication Services (0.00 %) |
Top 3 countries | United States (99.47 %) Switzerland (0.25 %) China (0.12 %) | |
Management fee | 0.55 % | 0.04 % |
Key Summary
HBRD | IVV | |
|---|---|---|
Issuer | BetaShares | iShares |
Tracking index | S&P 500 | |
Asset class | ETF | ETF |
Management fee | 0.55 % | 0.04 % |
Price | $10.07 | $62.93 |
Size | $2.557 billion | $12.583 billion |
10Y return | N/A | 251.19 % |
Annual dividend/ distribution yield (5Y) | 3.58 % | 1.22 % |
Market | ASX | ASX |
First listed date | 17/11/2017 | 10/10/2007 |
Purchase fee | $6.50 | $6.50 |
Community Stats
HBRD | IVV | |
|---|---|---|
Popularity | Low | High |
Pearlers invested | 51 | 22,671 |
Median incremental investment | $1,000.00 | $993.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,980.72 | $2,894.78 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
HBRD | IVV | |
|---|---|---|
Pros |
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Cons |
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HBRD | IVV |
|---|---|
Lower exposure to US market | Higher exposure to US market |
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |