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Compare HBRD vs. MSTR
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 MSTR. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
HBRD | MSTR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 52 | 6 |
Median incremental investment | $1,000.00 | $505.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,944.65 | $1,024.41 |
Average age group | > 35 | 26 - 35 |
Key Summary
HBRD | MSTR | |
|---|---|---|
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. | MSTR.AX was created on 2013-07-01 by Morningstar. The fund's investment portfolio concentrates primarily on total market equity. To achieve meaningful capital growth over the medium-to-long term, while minimising the risk of permanent capital loss, by providing exposure to listed international shares |
Top 3 holdings | Betashares Australian Credit Income Active ETF (100 %) | Apple Inc (4.41 %) Oracle Corp (3.46 %) Cisco Systems Inc (2.42 %) |
Top 3 industries | Other (99.73 %) Financials (0.27 %) | Information Technology (60.74 %) Communication Services (10.92 %) Other (10.71 %) |
Top 3 countries | United States (68.52 %) Japan (5.00 %) United Kingdom of Great Britain and Northern Ireland (4.10 %) | |
Management fee | 0.55 % | 0.39 % |
Key Summary
HBRD | MSTR | |
|---|---|---|
Issuer | BetaShares | Morningstar |
Tracking index | ||
Asset class | ETF | ETF |
Management fee | 0.55 % | 0.39 % |
Price | $10.07 | $9.75 |
Size | $2.495 billion | N/A |
10Y return | N/A | N/A |
Annual dividend/ distribution yield (5Y) | 3.62 % | 11.37 % |
Market | ASX | ASX |
First listed date | 17/11/2017 | 12/11/2019 |
Purchase fee | $6.50 | $6.50 |
Community Stats
HBRD | MSTR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 52 | 6 |
Median incremental investment | $1,000.00 | $505.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,944.65 | $1,024.41 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
HBRD | MSTR | |
|---|---|---|
Pros |
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Cons |
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HBRD | MSTR |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Lower exposure to US market | Higher exposure to US market |
Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |