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Compare HBRD vs. U100
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 U100. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
HBRD | U100 | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 51 | 205 |
Median incremental investment | $1,000.00 | $1,200.16 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,980.72 | $3,364.01 |
Average age group | > 35 | > 35 |
Key Summary
HBRD | U100 | |
|---|---|---|
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. | U100.AX was created on 2023-08-21 by Global X. The fund's investment portfolio concentrates primarily on theme equity. The Fund aims to provide investors with a return that (before fees and expenses) tracks the performance of the Global X US 100 Index. |
Top 3 holdings | Betashares Australian Hybrids Active ETF (100 %) | NVIDIA Corp (10.50 %) Apple Inc (8.92 %) Microsoft Corp (7.05 %) |
Top 3 industries | Other (99.73 %) Financials (0.27 %) | Information Technology (70.72 %) Communication Services (13.08 %) Consumer Discretionary (11.14 %) |
Top 3 countries | United States (93.27 %) Taiwan (2.18 %) Netherlands (1.32 %) | |
Management fee | 0.55 % | 0.24 % |
Key Summary
HBRD | U100 | |
|---|---|---|
Issuer | BetaShares | Global X |
Tracking index | Global X US 100 Index - Benchmark TR Gross | |
Asset class | ETF | ETF |
Management fee | 0.55 % | 0.24 % |
Price | $10.07 | $14.69 |
Size | $2.573 billion | $77.751 million |
10Y return | N/A | N/A |
Annual dividend/ distribution yield (5Y) | 3.58 % | 1.11 % |
Market | ASX | ASX |
First listed date | 17/11/2017 | 22/08/2023 |
Purchase fee | $6.50 | $6.50 |
Community Stats
HBRD | U100 | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 51 | 205 |
Median incremental investment | $1,000.00 | $1,200.16 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,980.72 | $3,364.01 |
Average age group | > 35 | > 35 |
Pros and Cons
HBRD | U100 | |
|---|---|---|
Pros |
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Cons |
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HBRD | U100 |
|---|---|
Lower exposure to US market | Higher exposure to US market |
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |