Compare AU

Compare HCRD vs. MVW

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

BetaShares Interest Rate Hedged Aus Corp Bond ETF

ASX

Buy

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 VanEck Australian Equal Weight ETF (MVW). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

HCRD

MVW

Popularity

Low

Low

Pearlers invested

1

252

Median incremental investment

$5,036.61

$832.41

Median investment frequency

Monthly

Monthly

Median total investment

$627.25

$3,782.00

Average age group

> 35

> 35


Key Summary

HCRD

MVW

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.

The fund seeks to track the performance of the MVIS Australia Equal Weight Index before additional fees.

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 %)

Arcadium Lithium PLC CDI (2.84 %)

Pro Medicus Ltd (2.17 %)

Qantas Airways Ltd (1.75 %)

Top 3 industries

Other (99.06 %)

Communication Services (0.94 %)

Real Estate (39.46 %)

Industrials (18.94 %)

Consumer Discretionary (17.88 %)

Top 3 countries

Australia (97.03 %)

United States (2.97 %)

Management fee

0.29 %

0.35 %


Key Summary

HCRD

MVW

Issuer

BetaShares

VanEck

Tracking index

Solactive Australian Investment Grade Corporate Bond Select Index - AUD

MVIS Australia Equal Weight Index - AUD

Asset class

ETF

ETF

Management fee

0.29 %

0.35 %

Price

$25.09

$37.82

Size

$29.355 million

$2.599 billion

10Y return

N/A

80.53 %

Annual distribution yield (5Y)

1.90 %

4.53 %

Market

ASX

ASX

First listed date

15/11/2022

06/03/2014

Purchase fee

$6.50

$6.50


Community Stats

HCRD

MVW

Popularity

Low

Low

Pearlers invested

1

252

Median incremental investment

$5,036.61

$832.41

Median investment frequency

Monthly

Monthly

Median total investment

$627.25

$3,782.00

Average age group

> 35

> 35


Pros and Cons

HCRD

MVW

Pros

  • Lower management fee

  • Higher exposure to AU market

  • Higher exposure to US market

  • Higher price growth

  • Higher distribution yield

Cons

  • Lower exposure to AU market

  • Lower exposure to US market

  • Lower price growth

  • Lower distribution yield

  • Higher management fee

HCRD

MVW

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

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