Compare AU

Compare HCRD vs. MOGL

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 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

1

4

Median incremental investment

$5,036.61

$295.25

Median investment frequency

Monthly

Fortnightly

Median total investment

$627.25

$12,918.06

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 %)

Financials (29.48 %)

Information Technology (27.35 %)

Communication Services (22.15 %)

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

$25.09

$5.16

Size

$29.355 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

1

4

Median incremental investment

$5,036.61

$295.25

Median investment frequency

Monthly

Fortnightly

Median total investment

$627.25

$12,918.06

Average age group

> 35

> 35


Pros and Cons

HCRD

MOGL

Pros

  • Exposure to more markets and sectors

  • Higher price growth

  • Higher dividend/distribution yield

Cons

  • Lower price growth

  • Lower dividend/distribution yield

  • Exposure to 1 market and 1 sector only

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

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