Compare AU

Compare HBRD vs. ULTB

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 ULTB. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

HBRD

ULTB

Popularity

Low

N/A

Pearlers invested

42

0

Median incremental investment

$925.52

$0

Median investment frequency

Monthly

N/A

Median total investment

$2,296.71

$0

Average age group

> 35

N/A


Key Summary

HBRD

ULTB

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.

N/A

Top 3 holdings

Aussie Hybrids (active managed fund) (100 %)

iShares 20+ Year U.S. Treasury Bond (Hedged) ETF (100 %)

Top 3 industries

Other (99.73 %)

Financials (0.27 %)

Top 3 countries

Management fee

0.55 %

0 %


Key Summary

HBRD

ULTB

Issuer

BetaShares

Tracking index

Asset class

ETF

Stock

Management fee

0.55 %

0 %

Price

$10.14

$97.03

Size

$2.337 billion

N/A

10Y return

N/A

N/A

Annual dividend yield (5Y)

4.80 %

- %

Market

ASX

ASX

First listed date

17/11/2017

05/09/2024

Purchase fee

$6.50

$6.50


Community Stats

HBRD

ULTB

Popularity

Low

N/A

Pearlers invested

42

0

Median incremental investment

$925.52

$0

Median investment frequency

Monthly

N/A

Median total investment

$2,296.71

$0

Average age group

> 35

N/A


Pros and Cons

HBRD

ULTB

Pros

  • Exposure to more markets and sectors

  • Higher dividend/distribution yield

  • Higher price growth

Cons

  • Lower price growth

  • Exposure to 1 market and 1 sector only

  • Lower dividend/distribution yield

HBRD

ULTB

Exposure to more markets and sectors

Exposure to 1 market and 1 sector only

Lower price growth

Higher price growth

Higher dividend/distribution yield

Lower dividend/distribution yield

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