Compare AU

Compare HBRD vs. WCMQ

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

BetaShares Active Australian Hybrids Fund (Managed Fund)

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

Community Stats

HBRD

WCMQ

Popularity

Low

Low

Pearlers invested

42

1

Median incremental investment

$925.52

$1,006.22

Median investment frequency

Monthly

Monthly

Median total investment

$2,296.71

$1,416.38

Average age group

> 35

> 35


Key Summary

HBRD

WCMQ

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.

WCMQ.AX was created on 2018-09-03 by WCM. The fund's investment portfolio concentrates primarily on total market equity. To exceed the benchmark MSCI All Country World Index ex-Australia before taxes and fees over rolling three-year time periods, and to experience lower volatility than the benchmark.

Top 3 holdings

BetaShares Active Australian Hybrids Fund (Managed Fund) (100 %)

AppLovin Corp Ordinary Shares - Class A (6.22 %)

GE Aerospace (4.72 %)

Amazon.com Inc (4.70 %)

Top 3 industries

Other (99.73 %)

Financials (0.27 %)

Information Technology (31.52 %)

Other (17.50 %)

Health Care (17.32 %)

Top 3 countries

Management fee

0.55 %

1.25 %


Key Summary

HBRD

WCMQ

Issuer

BetaShares

WCM

Tracking index

Asset class

ETF

ETF

Management fee

0.55 %

1.25 %

Price

$10.14

$10.57

Size

$2.337 billion

$383.482 million

10Y return

N/A

N/A

Annual dividend/โ€Šdistribution yield (5Y)

4.70 %

3.86 %

Market

ASX

ASX

First listed date

17/11/2017

03/09/2018

Purchase fee

$6.50

$6.50


Community Stats

HBRD

WCMQ

Popularity

Low

Low

Pearlers invested

42

1

Median incremental investment

$925.52

$1,006.22

Median investment frequency

Monthly

Monthly

Median total investment

$2,296.71

$1,416.38

Average age group

> 35

> 35


Pros and Cons

HBRD

WCMQ

Pros

  • Lower management fee

  • Higher distribution yield

  • Higher price growth

Cons

  • Lower price growth

  • Higher management fee

  • Lower distribution yield

HBRD

WCMQ

Lower management fee

Higher management fee

Lower price growth

Higher price growth

Higher distribution yield

Lower distribution yield

Home