Compare AU
Compare HCRD vs. QOZ
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 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 |
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Cons |
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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 |