Compare AU
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 | 45 | 19 |
Median incremental investment | $979.39 | $593.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,312.90 | $1,428.40 |
Average age group | > 35 | 26 - 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 2327.36m in AUM and 134 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 total market equity. The ETF currently has 680.08m in AUM and 51 holdings. The SPDR S&P/ASX 50 ETF, seeks to closely track, before fees and expenses, the returns of the S&P/ASX 50 Index. |
Top 3 holdings | Betashares Australian Hybrids Active ETF (100 %) | Commonwealth Bank of Australia (14.18 %) BHP Group Ltd (9.93 %) CSL Ltd (6.03 %) |
Top 3 industries | Other (99.73 %) Financials (0.27 %) | Financials (56.06 %) Materials (16.71 %) Health Care (10.15 %) |
Top 3 countries | Australia (95.68 %) United States (2.73 %) New Zealand (1.11 %) | |
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 | $10.11 | $71.42 |
Size | $2.342 billion | $726.673 million |
10Y return | N/A | 25.83 % |
Annual dividend/ distribution yield (5Y) | 4.89 % | 5.78 % |
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 | 45 | 19 |
Median incremental investment | $979.39 | $593.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,312.90 | $1,428.40 |
Average age group | > 35 | 26 - 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 |