Compare AU
Compare HCRD vs. MOGL
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 Montaka Gbl Long Only Equities Fund (Managed Fund) (MOGL). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
HCRD | MOGL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 4 |
Median incremental investment | $5,036.61 | $295.25 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $23,573.16 | $12,968.13 |
Average age group | > 35 | > 35 |
Key Summary
HCRD | MOGL | |
|---|---|---|
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. | N/A |
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 %) | KKR & Co Inc Ordinary Shares (10.52 %) Amazon.com Inc (10.23 %) Blackstone Inc (9.48 %) |
Top 3 industries | Other (99.06 %) Communication Services (0.94 %) | Communication Services (29.81 %) Financials (28.90 %) Information Technology (27.24 %) |
Top 3 countries | United States (81.43 %) China (8.13 %) France (2.82 %) | |
Management fee | 0.29 % | N/A |
Key Summary
HCRD | MOGL | |
|---|---|---|
Issuer | BetaShares | N/A |
Tracking index | Solactive Australian Investment Grade Corporate Bond Select Index - AUD | N/A |
Asset class | ETF | Stock |
Management fee | 0.29 % | N/A |
Price | $24.84 | $5.18 |
Size | $27.459 million | N/A |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 1.90 % | 4.59 % |
Market | ASX | ASX |
First listed date | 15/11/2022 | 20/12/2017 |
Purchase fee | $6.50 | $6.50 |
Community Stats
HCRD | MOGL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 4 |
Median incremental investment | $5,036.61 | $295.25 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $23,573.16 | $12,968.13 |
Average age group | > 35 | > 35 |
Pros and Cons
HCRD | MOGL | |
|---|---|---|
Pros |
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Cons |
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HCRD | MOGL |
|---|---|
Exposure to more markets and sectors | Exposure to 1 market and 1 sector only |
Lower price growth | Higher price growth |
Lower dividend/distribution yield | Higher dividend/distribution yield |