Compare AU

Compare HBRD vs. USD

Compare shares and ETFs on the ASX that you can trade on Pearler.

BetaShares Australian Hybrids Active ETF

ASX

Buy

Buy

Overview
Performance

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

Community Stats

HBRD

USD

Popularity

Low

Low

Pearlers invested

45

4

Median incremental investment

$936.75

$1,934.04

Median investment frequency

Monthly

Monthly

Median total investment

$2,050.30

$1,280.61

Average age group

> 35

> 35


Key Summary

HBRD

USD

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 2350.6m in AUM and 138 holdings. HBRD.AX aims to provide investors with attractive income returns from an actively managed, diversified portfolio of primarily hybrid securities.

USD.AX was created on 2011-01-31 by BetaShares. The fund's investment portfolio concentrates primarily on long usd, short aud currency. USD.AX aims to track the performance of the U.S. dollar against the Australian dollar (before fees and expenses). If the U.S. dollar goes up 10% against the A$ the Fund is designed to go up 10% too, before fees and expenses. Conversely, the Fund will go down if the U.S. dollar falls.

Top 3 holdings

BetaShares Australian Hybrids Active ETF (100 %)

AUD - AUSTRALIA DOLLAR (0.00 %)

Top 3 industries

Other (99.73 %)

Financials (0.27 %)

Other (99.98 %)

Communication Services (0.00 %)

Top 3 countries

Management fee

0.55 %

0.45 %


Key Summary

HBRD

USD

Issuer

BetaShares

BetaShares

Tracking index

Asset class

ETF

ETF

Management fee

0.55 %

0.45 %

Price

$10.14

$15.73

Size

$2.332 billion

$85.596 million

10Y return

N/A

22.41 %

Annual dividend/β€Šdistribution yield (5Y)

4.93 %

1.74 %

Market

ASX

ASX

First listed date

17/11/2017

01/02/2011

Purchase fee

$6.50

$6.50


Community Stats

HBRD

USD

Popularity

Low

Low

Pearlers invested

45

4

Median incremental investment

$936.75

$1,934.04

Median investment frequency

Monthly

Monthly

Median total investment

$2,050.30

$1,280.61

Average age group

> 35

> 35


Pros and Cons

HBRD

USD

Pros

  • Higher price growth

  • Higher distribution yield

  • Lower management fee

Cons

  • Higher management fee

  • Lower price growth

  • Lower distribution yield

HBRD

USD

Higher management fee

Lower management fee

Higher price growth

Lower price growth

Higher distribution yield

Lower distribution yield

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