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Compare HBRD vs. QMIX
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 QMIX. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
HBRD | QMIX | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 51 | 19 |
Median incremental investment | $1,000.00 | $996.75 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,980.72 | $3,026.89 |
Average age group | > 35 | > 35 |
Key Summary
HBRD | QMIX | |
|---|---|---|
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. | QMIX.AX was created on 2015-09-11 by SPDR. The fund's investment portfolio concentrates primarily on total market equity. The ETF currently has 386.05m in AUM and 1099 holdings. The State Street SPDR MSCI World Quality Mix ETF seeks to closely track, before fees and expenses, the returns of the MSCI World Factor Mix A-Series Index. |
Top 3 holdings | Betashares Australian Hybrids Active ETF (100 %) | Apple Inc (2.21 %) Meta Platforms Inc Class A (2.05 %) Microsoft Corp (1.99 %) |
Top 3 industries | Other (99.73 %) Financials (0.27 %) | Information Technology (45.99 %) Communication Services (27.13 %) Health Care (11.71 %) |
Top 3 countries | United States (65.52 %) Japan (8.05 %) United Kingdom of Great Britain and Northern Ireland (4.05 %) | |
Management fee | 0.55 % | 0.6 % |
Key Summary
HBRD | QMIX | |
|---|---|---|
Issuer | BetaShares | SPDR |
Tracking index | MSCI World Factor Mix A-Series Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.55 % | 0.6 % |
Price | $10.07 | $34.01 |
Size | $2.557 billion | $380.633 million |
10Y return | N/A | 129.64 % |
Annual dividend/ distribution yield (5Y) | 3.58 % | 3.62 % |
Market | ASX | ASX |
First listed date | 17/11/2017 | 14/09/2015 |
Purchase fee | $6.50 | $6.50 |
Community Stats
HBRD | QMIX | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 51 | 19 |
Median incremental investment | $1,000.00 | $996.75 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,980.72 | $3,026.89 |
Average age group | > 35 | > 35 |
Pros and Cons
HBRD | QMIX | |
|---|---|---|
Pros |
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Cons |
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HBRD | QMIX |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Lower exposure to US market | Higher exposure to US market |
Lower management fee | Higher management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |