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Compare HCRD vs. GEAR
Compare shares and ETFs on the ASX that you can trade on Pearler.
Overview
When it comes to investing in the Australian stock market, Exchange-Traded Funds (ETFs) are a popular choice. Two well-known options in the Australian Securities Exchange (ASX) are the Betashares Interest Rate Hedged Aus Corp Bond ETF (HCRD) and the Betashares Geared Australian Equities Complex ETF (GEAR). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
HCRD | GEAR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 4 | 303 |
Median incremental investment | $7,320.35 | $1,000.00 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $50,137.36 | $2,389.89 |
Average age group | > 35 | 26 - 35 |
Key Summary
HCRD | GEAR | |
|---|---|---|
Strategy | HCRD.AX was created on 2022-11-14 by BetaShares. The fund's investment portfolio concentrates primarily on investment grade fixed income. The investment objective of the Fund is to provide an investment return that aims to track the performance of the Solactive Australian Investment Grade Corporate Bond Select DH Index, before taking into account fees and expenses. | GEAR.AX was created on 2014-04-30 by BetaShares. The fund's investment portfolio concentrates primarily on large cap equity. The ETF currently has 560.88m in AUM and 201 holdings. The Fund aims to provide investors with geared exposure to a diversified portfolio of Australian shares as simply as buying any share on the ASX. As the fund is internally geared, investors do not need to take out margin loans and do not have the possibility of margin calls in relation to their investment in the Fund. |
Top 3 holdings | AUST 10Y BOND FUT JUN26 (0 %) EMIRATES NBD BANK PJSC 5.913% JUN-35 (2.78 %) AROUNDTOWN SA 6.65% FEB-36 (2.30 %) | COMMONWEALTH BANK OF AUSTRALIA (23.28 %) BHP GROUP LTD (22.43 %) WESTPAC BANKING CORP (10.57 %) |
Top 3 industries | Other (99.06 %) Communication Services (0.94 %) | Other (36.19 %) Financials (21.66 %) Materials (11.94 %) |
Top 3 countries | Australia (95.42 %) United States (3.04 %) New Zealand (0.60 %) | |
Management fee | 0.0029 % | 0.008 % |
Key Summary
HCRD | GEAR | |
|---|---|---|
Issuer | BetaShares | BetaShares |
Tracking index | Solactive Australian Investment Grade Corporate Bond Select Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.0029 % | 0.008 % |
Price | $25.23 | $36.42 |
Size | $288.845 million | $538.032 million |
10Y return | N/A | 98.26 % |
Annual distribution yield (5Y) | 3.49 % | 5.62 % |
Market | ASX | ASX |
First listed date | 15/11/2022 | 02/05/2014 |
Purchase fee | $6.50 | $6.50 |
Community Stats
HCRD | GEAR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 4 | 303 |
Median incremental investment | $7,320.35 | $1,000.00 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $50,137.36 | $2,389.89 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
HCRD | GEAR | |
|---|---|---|
Pros |
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Cons |
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HCRD | GEAR |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Lower exposure to US market | Higher exposure to US market |
Lower management fee | Higher management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |