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Compare HBRD vs. VEFI
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 VEFI. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
HBRD | VEFI | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 51 | 14 |
Median incremental investment | $996.75 | $1,516.98 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,983.68 | $5,985.00 |
Average age group | > 35 | > 35 |
Key Summary
HBRD | VEFI | |
|---|---|---|
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. | VEFI.AX was created on 2018-09-11 by Vanguard. The fund's investment portfolio concentrates primarily on investment grade fixed income. The ETF currently has 4.34m in AUM and 2600 holdings. Vanguard Ethically Conscious Global Aggregate Bond Index Fund (Hedged) AUD Hedged seeks to track the return of the Bloomberg Barclays MSCI Global Aggregate SRI Exclusions Float Adjusted Index Hedged into Australian dollars before taking into account fees, expenses and tax. |
Top 3 holdings | Betashares Australian Hybrids Active ETF (100 %) | French Republic Government Bond OAT 0.75 2028-11-25 (0.48 %) United States Treasury Note/Bond 0.75 2023-12-31 (0.46 %) Italy Buoni Poliennali Del Tesoro (0.46 %) |
Top 3 industries | Other (99.73 %) Financials (0.27 %) | Financials (0.00 %) |
Top 3 countries | ||
Management fee | 0.55 % | 0.26 % |
Key Summary
HBRD | VEFI | |
|---|---|---|
Issuer | BetaShares | Vanguard |
Tracking index | Bloomberg Barclays MSCI Global Aggregate SRI Exclusions Float Adjusted Index hedged in AUD - AUD - Australia Dollar | |
Asset class | ETF | ETF |
Management fee | 0.55 % | 0.26 % |
Price | $10.07 | $42.81 |
Size | $2.573 billion | $4.342 million |
10Y return | N/A | N/A |
Annual dividend/ distribution yield (5Y) | 3.61 % | 3.30 % |
Market | ASX | ASX |
First listed date | 17/11/2017 | 13/09/2018 |
Purchase fee | $6.50 | $6.50 |
Community Stats
HBRD | VEFI | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 51 | 14 |
Median incremental investment | $996.75 | $1,516.98 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,983.68 | $5,985.00 |
Average age group | > 35 | > 35 |
Pros and Cons
HBRD | VEFI | |
|---|---|---|
Pros |
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Cons |
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HBRD | VEFI |
|---|---|
Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |