Compare AU
Compare HCRD vs. IVE
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 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 |
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Cons |
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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 |