Compare AU
Compare HCRD vs. MVE
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 VanEck S&P/ASX Midcap ETF (MVE). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
HCRD | MVE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 38 |
Median incremental investment | $5,036.61 | $704.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $6,589.44 | $2,983.75 |
Average age group | > 35 | > 35 |
Key Summary
HCRD | MVE | |
|---|---|---|
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. | MVE.AX was created on 2013-10-14 by VanEck. The fund's investment portfolio concentrates primarily on mid cap equity. The Fund is designed to capture the performance of the 50 midcap companies listed on ASX having Market Capitalisation ranking from 51 to 100. |
Top 3 holdings | ORIGIN ENERGY FINANCE LTD 5.35% SEP-31 (2.16 %) WOOLWORTHS GROUP LTD 5.91% NOV-34 (2.14 %) GPT WHOLESALE OFFICE FUND NO1 3.222% NOV-31 (2.10 %) | Evolution Mining Ltd (5.91 %) REA Group Ltd (4.35 %) JB Hi Fi Ltd (3.78 %) |
Top 3 industries | Other (99.06 %) Communication Services (0.94 %) | Materials (24.78 %) Real Estate (24.47 %) Consumer Discretionary (20.54 %) |
Top 3 countries | Australia (94.11 %) New Zealand (3.28 %) United States (2.61 %) | |
Management fee | 0.29 % | 0.45 % |
Key Summary
HCRD | MVE | |
|---|---|---|
Issuer | BetaShares | VanEck |
Tracking index | Solactive Australian Investment Grade Corporate Bond Select Index - AUD | S&P/ASX Midcap 50 Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.29 % | 0.45 % |
Price | $24.96 | $38.75 |
Size | $43.342 million | $320.319 million |
10Y return | N/A | 68.41 % |
Annual distribution yield (5Y) | 2.22 % | 3.48 % |
Market | ASX | ASX |
First listed date | 15/11/2022 | 16/10/2013 |
Purchase fee | $6.50 | $6.50 |
Community Stats
HCRD | MVE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 38 |
Median incremental investment | $5,036.61 | $704.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $6,589.44 | $2,983.75 |
Average age group | > 35 | > 35 |
Pros and Cons
HCRD | MVE | |
|---|---|---|
Pros |
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Cons |
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HCRD | MVE |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
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 |