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Compare HBRD vs. LPHD
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 are a popular choice. Two options in the ASX are HBRD and LPHD. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
HBRD | LPHD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 51 | 1 |
Median incremental investment | $1,000.00 | $2,322.50 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $2,980.72 | $2,902.90 |
Average age group | > 35 | 26 - 35 |
Key Summary
HBRD | LPHD | |
|---|---|---|
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. | LPHD.AX was created on 2022-07-01 by Loftus Peak. The fund's investment portfolio concentrates primarily on total market equity. The Fund aims to deliver a return over the Benchmark (see below) over the medium to long term by bringing a disciplined investment process to listed global companies impacted by disruption. |
Top 3 holdings | Betashares Australian Hybrids Active ETF (100 %) | Loftus Peak Global Disruption Hedged Active ETF (100 %) |
Top 3 industries | Other (99.73 %) Financials (0.27 %) | |
Top 3 countries | ||
Management fee | 0.55 % | 0 % |
Key Summary
HBRD | LPHD | |
|---|---|---|
Issuer | BetaShares | Loftus Peak |
Tracking index | ||
Asset class | ETF | ETF |
Management fee | 0.55 % | 0 % |
Price | $10.08 | $9.10 |
Size | $2.573 billion | N/A |
10Y return | N/A | N/A |
Annual dividend yield (5Y) | 3.58 % | - % |
Market | ASX | ASX |
First listed date | 17/11/2017 | 31/08/2025 |
Purchase fee | $6.50 | $6.50 |
Community Stats
HBRD | LPHD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 51 | 1 |
Median incremental investment | $1,000.00 | $2,322.50 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $2,980.72 | $2,902.90 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
HBRD | LPHD | |
|---|---|---|
Pros |
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Cons |
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HBRD | LPHD |
|---|---|
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |