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Compare HBRD vs. SFY
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 SFY. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
HBRD | SFY | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 51 | 21 |
Median incremental investment | $1,000.00 | $993.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,982.20 | $1,231.36 |
Average age group | > 35 | > 35 |
Key Summary
HBRD | SFY | |
|---|---|---|
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. | SFY.AX was created on 2001-08-24 by SPDR. The fund's investment portfolio concentrates primarily on large cap equity. The ETF currently has 769.06m in AUM and 52 holdings. The Investment Objective of State Street SPDR S&P/ASX 50 ETF is to match the performance of its Index before fees and other costs. |
Top 3 holdings | Betashares Australian Hybrids Active ETF (100 %) | Commonwealth Bank of Australia (13.35 %) BHP Group Ltd (12.40 %) National Australia Bank Ltd (6.64 %) |
Top 3 industries | Other (99.73 %) Financials (0.27 %) | Financials (54.94 %) Materials (16.65 %) Health Care (10.33 %) |
Top 3 countries | Australia (97.44 %) United States (2.56 %) | |
Management fee | 0.55 % | 0.2 % |
Key Summary
HBRD | SFY | |
|---|---|---|
Issuer | BetaShares | SPDR |
Tracking index | S&P/ASX 50 Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.55 % | 0.2 % |
Price | $10.08 | $76.15 |
Size | $2.557 billion | $747.903 million |
10Y return | N/A | 52.27 % |
Annual dividend/ distribution yield (5Y) | 3.58 % | 4.29 % |
Market | ASX | ASX |
First listed date | 17/11/2017 | 27/08/2001 |
Purchase fee | $6.50 | $6.50 |
Community Stats
HBRD | SFY | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 51 | 21 |
Median incremental investment | $1,000.00 | $993.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,982.20 | $1,231.36 |
Average age group | > 35 | > 35 |
Pros and Cons
HBRD | SFY | |
|---|---|---|
Pros |
| |
Cons |
|
HBRD | SFY |
|---|---|
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 |