Compare AU

Compare HCRD vs. INES

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

BetaShares Interest Rate Hedged Aus Corp Bond ETF

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

Community Stats

HCRD

INES

Popularity

Low

Low

Pearlers invested

2

21

Median incremental investment

$5,036.61

$851.70

Median investment frequency

Monthly

Monthly

Median total investment

$23,649.08

$4,413.52

Average age group

> 35

> 35


Key Summary

HCRD

INES

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.

INES.AX was created on 2019-06-11 by Intelligent Investor . The fund's investment portfolio concentrates primarily on total market equity. To invest in a portfolio of ethically and socially responsible undervalued stocks to achieve medium to long-term capital growth.

Top 3 holdings

CONTACT ENERGY LTD 6.398% NOV-30 (2.22 %)

VICINITY CENTRES TRUST 6.19% APR-34 (2.22 %)

REGISTRY FINANCE PTY LTD 5.739% JUN-34 (2.16 %)

Intelligent Investor Ethical Share Fund (Managed Fund) (100 %)

Top 3 industries

Other (99.06 %)

Communication Services (0.94 %)

Top 3 countries

Management fee

0.29 %

0.97 %


Key Summary

HCRD

INES

Issuer

BetaShares

Intelligent Investor

Tracking index

Solactive Australian Investment Grade Corporate Bond Select Index - AUD

Asset class

ETF

ETF

Management fee

0.29 %

0.97 %

Price

$24.92

$3.44

Size

$27.459 million

$74.418 million

10Y return

N/A

N/A

Annual distribution/ dividend yield (5Y)

1.90 %

4.41 %

Market

ASX

ASX

First listed date

15/11/2022

12/06/2019

Purchase fee

$6.50

$6.50


Community Stats

HCRD

INES

Popularity

Low

Low

Pearlers invested

2

21

Median incremental investment

$5,036.61

$851.70

Median investment frequency

Monthly

Monthly

Median total investment

$23,649.08

$4,413.52

Average age group

> 35

> 35


Pros and Cons

HCRD

INES

Pros

  • Lower management fee

  • Higher price growth

  • Higher distribution yield

Cons

  • Lower price growth

  • Lower distribution yield

  • Higher management fee

HCRD

INES

Lower management fee

Higher management fee

Lower price growth

Higher price growth

Lower distribution yield

Higher distribution yield

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