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Compare HBRD vs. RDV
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 RDV. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
HBRD | RDV | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 51 | 28 |
Median incremental investment | $1,000.00 | $592.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,980.72 | $1,275.38 |
Average age group | > 35 | > 35 |
Key Summary
HBRD | RDV | |
|---|---|---|
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. | RDV.AX was created on 2010-05-11 by Russell. The fund's investment portfolio concentrates primarily on high dividend yield equity. The ETF currently has 336.32m in AUM and 51 holdings. The Fund aims to provide a total return before costs and tax, in line with the Russell Australia High Dividend Index over the long term. |
Top 3 holdings | Betashares Australian Hybrids Active ETF (100 %) | Commonwealth Bank of Australia (7.99 %) BHP Group Ltd (6.10 %) National Australia Bank Ltd (5.53 %) |
Top 3 industries | Other (99.73 %) Financials (0.27 %) | Financials (63.71 %) Materials (12.17 %) Communication Services (8.28 %) |
Top 3 countries | Australia (100.00 %) | |
Management fee | 0.55 % | 0.34 % |
Key Summary
HBRD | RDV | |
|---|---|---|
Issuer | BetaShares | Russell |
Tracking index | Russell Australia High Dividend Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.55 % | 0.34 % |
Price | $10.07 | $34.01 |
Size | $2.557 billion | $326.236 million |
10Y return | N/A | 23.49 % |
Annual dividend/ distribution yield (5Y) | 3.58 % | 4.81 % |
Market | ASX | ASX |
First listed date | 17/11/2017 | 14/05/2010 |
Purchase fee | $6.50 | $6.50 |
Community Stats
HBRD | RDV | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 51 | 28 |
Median incremental investment | $1,000.00 | $592.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,980.72 | $1,275.38 |
Average age group | > 35 | > 35 |
Pros and Cons
HBRD | RDV | |
|---|---|---|
Pros |
| |
Cons |
|
HBRD | RDV |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |