Compare AU
Compare HBRD vs. VLC
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 VLC. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
HBRD | VLC | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 45 | 52 |
Median incremental investment | $936.75 | $1,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,050.30 | $2,009.80 |
Average age group | > 35 | > 35 |
Key Summary
HBRD | VLC | |
|---|---|---|
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. | VLC.AX was created on 2011-05-23 by Vanguard. The fund's investment portfolio concentrates primarily on large cap equity. To closely track the MSCI Australian Shares Large Cap Index, the Fund will hold all of the securities in the index. |
Top 3 holdings | BetaShares Australian Hybrids Active ETF (100 %) | BHP Group Ltd. (17.50 %) Commonwealth Bank of Australia (13.40 %) CSL Ltd. (9.73 %) |
Top 3 industries | Other (99.73 %) Financials (0.27 %) | Financials (36.62 %) Materials (25.30 %) Health Care (9.73 %) |
Top 3 countries | Australia (100.00 %) | |
Management fee | 0.55 % | 0.2 % |
Key Summary
HBRD | VLC | |
|---|---|---|
Issuer | BetaShares | Vanguard |
Tracking index | MSCI Australian Shares Large Cap Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.55 % | 0.2 % |
Price | $10.14 | $78.03 |
Size | $2.332 billion | N/A |
10Y return | N/A | 17.99 % |
Annual dividend/ distribution yield (5Y) | 4.93 % | 6.89 % |
Market | ASX | ASX |
First listed date | 17/11/2017 | 26/05/2011 |
Purchase fee | $6.50 | $6.50 |
Community Stats
HBRD | VLC | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 45 | 52 |
Median incremental investment | $936.75 | $1,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,050.30 | $2,009.80 |
Average age group | > 35 | > 35 |
Pros and Cons
HBRD | VLC | |
|---|---|---|
Pros |
| |
Cons |
|
HBRD | VLC |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |