Compare AU
Compare HBRD vs. MVR
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 MVR. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
HBRD | MVR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 45 | 89 |
Median incremental investment | $936.75 | $938.63 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,050.30 | $1,875.00 |
Average age group | > 35 | > 35 |
Key Summary
HBRD | MVR | |
|---|---|---|
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 2350.6m in AUM and 138 holdings. HBRD.AX aims to provide investors with attractive income returns from an actively managed, diversified portfolio of primarily hybrid securities. | MVR.AX was created on 2013-10-14 by VanEck. The fund's investment portfolio concentrates primarily on theme equity. MVR.AX gives investors exposure to a diversified portfolio of ASX-listed securities with the aim of providing investment returns before fees and other costs which track the performance of the Index. |
Top 3 holdings | BetaShares Australian Hybrids Active ETF (100 %) | BHP Group Ltd (8.17 %) Woodside Energy Group Ltd (7.33 %) Fortescue Ltd (6.91 %) |
Top 3 industries | Other (99.73 %) Financials (0.27 %) | Materials (61.66 %) Energy (22.17 %) Utilities (8.73 %) |
Top 3 countries | Australia (95.51 %) United States (4.49 %) | |
Management fee | 0.55 % | 0.35 % |
Key Summary
HBRD | MVR | |
|---|---|---|
Issuer | BetaShares | VanEck |
Tracking index | MVIS Australia Energy & Mining Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.55 % | 0.35 % |
Price | $10.14 | $32.65 |
Size | $2.332 billion | $285.206 million |
10Y return | N/A | 81.39 % |
Annual dividend/ distribution yield (5Y) | 4.93 % | 6.06 % |
Market | ASX | ASX |
First listed date | 17/11/2017 | 16/10/2013 |
Purchase fee | $6.50 | $6.50 |
Community Stats
HBRD | MVR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 45 | 89 |
Median incremental investment | $936.75 | $938.63 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,050.30 | $1,875.00 |
Average age group | > 35 | > 35 |
Pros and Cons
HBRD | MVR | |
|---|---|---|
Pros |
| |
Cons |
|
HBRD | MVR |
|---|---|
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 |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |