Compare AU

Compare HCRD vs. QOZ

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 BetaShares FTSE Rafi Australia 200 ETF (QOZ). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

HCRD

QOZ

Popularity

Low

Low

Pearlers invested

1

45

Median incremental investment

$5,036.61

$1,115.92

Median investment frequency

Monthly

Monthly

Median total investment

$627.25

$2,268.72

Average age group

> 35

> 35


Key Summary

HCRD

QOZ

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.

QOZ.AX was created on 2013-07-10 by BetaShares. The fund's investment portfolio concentrates primarily on large cap equity. The investment objective of the BetaShares FTSE RAFI Australia 200 ETF is to provide an investment return that tracks the performance of the FTSE RAFI Australia 200 Index (the Index), before taking into account fees and expenses.

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 %)

BHP GROUP LTD (11.60 %)

COMMONWEALTH BANK OF AUSTRALIA (7.81 %)

WESTPAC BANKING CORP (6.09 %)

Top 3 industries

Other (99.06 %)

Communication Services (0.94 %)

Financials (34.28 %)

Materials (23.35 %)

Energy (6.59 %)

Top 3 countries

Australia (96.38 %)

United States (1.44 %)

United Kingdom of Great Britain and Northern Ireland (1.41 %)

Management fee

0.29 %

0.4 %


Key Summary

HCRD

QOZ

Issuer

BetaShares

BetaShares

Tracking index

Solactive Australian Investment Grade Corporate Bond Select Index - AUD

FTSE RAFI Australia 200 Index - AUD

Asset class

ETF

ETF

Management fee

0.29 %

0.4 %

Price

$25.09

$16.44

Size

$29.355 million

$635.716 million

10Y return

N/A

32.15 %

Annual distribution yield (5Y)

1.90 %

6.69 %

Market

ASX

ASX

First listed date

15/11/2022

11/07/2013

Purchase fee

$6.50

$6.50


Community Stats

HCRD

QOZ

Popularity

Low

Low

Pearlers invested

1

45

Median incremental investment

$5,036.61

$1,115.92

Median investment frequency

Monthly

Monthly

Median total investment

$627.25

$2,268.72

Average age group

> 35

> 35


Pros and Cons

HCRD

QOZ

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

QOZ

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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