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Compare HCRD vs. HGBL
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 Global Shares Currency Hedged ETF (HGBL). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
HCRD | HGBL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 5 | 92 |
Median incremental investment | $6,210.80 | $4,993.50 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $49,997.53 | $24,113.32 |
Average age group | > 35 | > 35 |
Key Summary
HCRD | HGBL | |
|---|---|---|
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. | HGBL.AX was created on 2023-05-16 by BetaShares. The fund's investment portfolio concentrates primarily on total market equity. The investment objective of each Fund is to provide an investment return, before fees and expenses, that aims to track the performance of the relevant Index. |
Top 3 holdings | EMIRATES NBD BANK PJSC 5.913% JUN-35 (2.81 %) ELECTRICITE DE FRANCE SA 5.636% AUG-35 (2.36 %) STOCKLAND TRUST 5.346% OCT-35 (2.29 %) | MSCI WORLD INDEX MAR26 (0 %) NVIDIA CORP (5.36 %) APPLE INC (4.56 %) |
Top 3 industries | Other (99.06 %) Communication Services (0.94 %) | Other (29.74 %) Information Technology (25.04 %) Financials (8.88 %) |
Top 3 countries | United States (71.69 %) Japan (6.93 %) United Kingdom of Great Britain and Northern Ireland (3.99 %) | |
Management fee | 0.29 % | 0.11 % |
Key Summary
HCRD | HGBL | |
|---|---|---|
Issuer | BetaShares | BetaShares |
Tracking index | Solactive Australian Investment Grade Corporate Bond Select Index - AUD | Solactive GBS Developed Markets ex Australia Large & Mid Cap Index - AUD - Benchmark TR Net |
Asset class | ETF | ETF |
Management fee | 0.29 % | 0.11 % |
Price | $25.57 | $78.20 |
Size | $157.525 million | $2.079 billion |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 3.43 % | 1.40 % |
Market | ASX | ASX |
First listed date | 15/11/2022 | 17/05/2023 |
Purchase fee | $6.50 | $6.50 |
Community Stats
HCRD | HGBL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 5 | 92 |
Median incremental investment | $6,210.80 | $4,993.50 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $49,997.53 | $24,113.32 |
Average age group | > 35 | > 35 |
Pros and Cons
HCRD | HGBL | |
|---|---|---|
Pros |
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Cons |
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HCRD | HGBL |
|---|---|
Lower exposure to US market | Higher exposure to US market |
Higher management fee | Lower management fee |
Higher distribution yield | Lower distribution yield |