Compare AU

Compare HBRD vs. RGOS

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 are a popular choice. Two options in the ASX are HBRD and RGOS. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

HBRD

RGOS

Popularity

Low

N/A

Pearlers invested

42

0

Median incremental investment

$925.52

$0

Median investment frequency

Monthly

N/A

Median total investment

$2,298.98

$0

Average age group

> 35

N/A


Key Summary

HBRD

RGOS

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.

RGOS.AX was created on 2024-04-12 by Russell. The fund's investment portfolio concentrates primarily on total market equity. The Fund aims to outperform the Funds benchmark, before costs and tax, over the long term by providing exposure to a diversified portfolio of predominantly international shares.

Top 3 holdings

Aussie Hybrids (active managed fund) (100 %)

Russell Sust Global Opportunities Complex ETF (100 %)

Top 3 industries

Other (99.73 %)

Financials (0.27 %)

Top 3 countries

Management fee

0.55 %

0 %


Key Summary

HBRD

RGOS

Issuer

BetaShares

Russell

Tracking index

Asset class

ETF

ETF

Management fee

0.55 %

0 %

Price

$10.14

$22.01

Size

$2.337 billion

N/A

10Y return

N/A

N/A

Annual dividend yield (5Y)

4.80 %

0.85 %

Market

ASX

ASX

First listed date

17/11/2017

15/04/2024

Purchase fee

$6.50

$6.50


Community Stats

HBRD

RGOS

Popularity

Low

N/A

Pearlers invested

42

0

Median incremental investment

$925.52

$0

Median investment frequency

Monthly

N/A

Median total investment

$2,298.98

$0

Average age group

> 35

N/A


Pros and Cons

HBRD

RGOS

Pros

  • Higher distribution yield

  • Lower management fee

  • Higher price growth

Cons

  • Higher management fee

  • Lower price growth

  • Lower distribution yield

HBRD

RGOS

Higher management fee

Lower management fee

Lower price growth

Higher price growth

Higher distribution yield

Lower distribution yield

Home