Compare AU

Compare HBRD vs. MOGL

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

Community Stats

HBRD

MOGL

Popularity

Low

Low

Pearlers invested

42

4

Median incremental investment

$925.52

$295.25

Median investment frequency

Monthly

Fortnightly

Median total investment

$2,296.71

$13,068.27

Average age group

> 35

> 35


Key Summary

HBRD

MOGL

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.

N/A

Top 3 holdings

Aussie Hybrids (active managed fund) (100 %)

KKR & Co Inc Ordinary Shares (10.52 %)

Amazon.com Inc (10.23 %)

Blackstone Inc (9.48 %)

Top 3 industries

Other (99.73 %)

Financials (0.27 %)

Communication Services (29.81 %)

Financials (28.90 %)

Information Technology (27.24 %)

Top 3 countries

United States (81.43 %)

China (8.13 %)

France (2.82 %)

Management fee

0.55 %

N/A


Key Summary

HBRD

MOGL

Issuer

BetaShares

N/A

Tracking index

N/A

Asset class

ETF

Stock

Management fee

0.55 %

N/A

Price

$10.14

$5.22

Size

$2.337 billion

N/A

10Y return

N/A

N/A

Annual dividend/ distribution yield (5Y)

4.80 %

4.59 %

Market

ASX

ASX

First listed date

17/11/2017

20/12/2017

Purchase fee

$6.50

$6.50


Community Stats

HBRD

MOGL

Popularity

Low

Low

Pearlers invested

42

4

Median incremental investment

$925.52

$295.25

Median investment frequency

Monthly

Fortnightly

Median total investment

$2,296.71

$13,068.27

Average age group

> 35

> 35


Pros and Cons

HBRD

MOGL

Pros

  • Exposure to more markets and sectors

  • Higher dividend/distribution yield

  • Higher price growth

Cons

  • Lower price growth

  • Exposure to 1 market and 1 sector only

  • Lower dividend/distribution yield

HBRD

MOGL

Exposure to more markets and sectors

Exposure to 1 market and 1 sector only

Lower price growth

Higher price growth

Higher dividend/distribution yield

Lower dividend/distribution yield

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