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Compare HBRD vs. STW
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 STW. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
HBRD | STW | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 50 | 403 |
Median incremental investment | $1,000.00 | $1,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,139.92 | $5,354.64 |
Average age group | > 35 | > 35 |
Key Summary
HBRD | STW | |
|---|---|---|
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. | STW.AX was created on 2001-08-24 by State Street . The fund's investment portfolio concentrates primarily on large cap equity. The ETF currently has 6611.1m in AUM and 203 holdings. The Investment Objective of State Street SPDR S&P/ASX 200 ETF is to match the performance of its Index before fees and other costs. |
Top 3 holdings | Betashares Australian Hybrids Active ETF (100 %) | BHP Group Ltd (10.68 %) Commonwealth Bank of Australia (10.30 %) National Australia Bank Ltd (5.18 %) |
Top 3 industries | Other (99.73 %) Financials (0.27 %) | Financials (54.95 %) Materials (16.65 %) Health Care (10.33 %) |
Top 3 countries | Australia (95.26 %) United States (3.26 %) United Kingdom of Great Britain and Northern Ireland (0.54 %) | |
Management fee | 0.55 % | 0 % |
Key Summary
HBRD | STW | |
|---|---|---|
Issuer | BetaShares | State Street |
Tracking index | S&P ASX 200 | |
Asset class | ETF | ETF |
Management fee | 0.55 % | 0 % |
Price | $10.08 | $79.92 |
Size | $2.557 billion | $6.441 billion |
10Y return | N/A | 65.84 % |
Annual dividend/ distribution yield (5Y) | 3.58 % | 4.31 % |
Market | ASX | ASX |
First listed date | 17/11/2017 | 27/08/2001 |
Purchase fee | $6.50 | $6.50 |
Community Stats
HBRD | STW | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 50 | 403 |
Median incremental investment | $1,000.00 | $1,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,139.92 | $5,354.64 |
Average age group | > 35 | > 35 |
Pros and Cons
HBRD | STW | |
|---|---|---|
Pros |
| |
Cons |
|
HBRD | STW |
|---|---|
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 |