Compare AU

Compare HCRD vs. IVE

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

BetaShares Interest Rate Hedged Aus Corp Bond ETF

ASX

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Buy

Overview
Performance

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 iShares MSCI EAFE ETF (IVE). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

HCRD

IVE

Popularity

Low

Low

Pearlers invested

2

33

Median incremental investment

$5,036.61

$1,749.16

Median investment frequency

Monthly

Monthly

Median total investment

$23,582.65

$6,714.90

Average age group

> 35

> 35


Key Summary

HCRD

IVE

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.

IVE.AX was created on 2001-08-14 by iShares. The fund's investment portfolio concentrates primarily on total market equity. The fund aims to provide investors with the performance of the MSCI EAFE Index, before fees and expenses. The index is designed to measure the performance of stocks from Europe, Australasia and the Far East and may include large- or mid-capitalisation companies.

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 %)

ASML Holding NV (2.39 %)

Moelis & Company (1.49 %)

SHELL PLC - ADS (1.23 %)

Top 3 industries

Other (99.06 %)

Communication Services (0.94 %)

Other (99.86 %)

Communication Services (0.14 %)

Top 3 countries

United States (99.97 %)

Management fee

0.29 %

0.32 %


Key Summary

HCRD

IVE

Issuer

BetaShares

iShares

Tracking index

Solactive Australian Investment Grade Corporate Bond Select Index - AUD

MSCI EAFE

Asset class

ETF

ETF

Management fee

0.29 %

0.32 %

Price

$24.85

$124.35

Size

$27.459 million

$474.161 million

10Y return

N/A

64.03 %

Annual distribution yield (5Y)

1.90 %

2.56 %

Market

ASX

ASX

First listed date

15/11/2022

10/10/2007

Purchase fee

$6.50

$6.50


Community Stats

HCRD

IVE

Popularity

Low

Low

Pearlers invested

2

33

Median incremental investment

$5,036.61

$1,749.16

Median investment frequency

Monthly

Monthly

Median total investment

$23,582.65

$6,714.90

Average age group

> 35

> 35


Pros and Cons

HCRD

IVE

Pros

  • Lower management fee

  • Higher exposure to US market

  • Higher price growth

  • Higher distribution yield

Cons

  • Lower exposure to US market

  • Lower price growth

  • Lower distribution yield

  • Higher management fee

HCRD

IVE

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

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