Compare AU

Compare HCRD vs. SMLL

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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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 Aust Small Companies Select Fund (Managed Fund) (SMLL). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

HCRD

SMLL

Popularity

Low

Low

Pearlers invested

1

9

Median incremental investment

$5,036.61

$2,091.33

Median investment frequency

Monthly

Monthly

Median total investment

$627.25

$4,277.85

Average age group

> 35

> 35


Key Summary

HCRD

SMLL

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.

SMLL.AX was created on 2017-04-07 by BetaShares. The fund's investment portfolio concentrates primarily on small cap equity. The fund aims to outperform the S&P/ASX Small Ordinaries Accumulation Index over the medium to long term (after fees and expenses) by investing in a portfolio of high quality, profitable small companies.

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 %)

CLEANAWAY WASTE MANAGEMENT LTD (4.75 %)

INCITEC PIVOT LTD (4.68 %)

PERSEUS MINING LTD (3.57 %)

Top 3 industries

Other (99.06 %)

Communication Services (0.94 %)

Materials (26.52 %)

Consumer Discretionary (23.94 %)

Industrials (14.62 %)

Top 3 countries

Australia (98.15 %)

China (1.85 %)

Management fee

0.29 %

0.39 %


Key Summary

HCRD

SMLL

Issuer

BetaShares

BetaShares

Tracking index

Solactive Australian Investment Grade Corporate Bond Select Index - AUD

Asset class

ETF

ETF

Management fee

0.29 %

0.39 %

Price

$25.09

$3.61

Size

$29.355 million

$94.299 million

10Y return

N/A

N/A

Annual distribution yield (5Y)

1.90 %

5.16 %

Market

ASX

ASX

First listed date

15/11/2022

11/04/2017

Purchase fee

$6.50

$6.50


Community Stats

HCRD

SMLL

Popularity

Low

Low

Pearlers invested

1

9

Median incremental investment

$5,036.61

$2,091.33

Median investment frequency

Monthly

Monthly

Median total investment

$627.25

$4,277.85

Average age group

> 35

> 35


Pros and Cons

HCRD

SMLL

Pros

  • Lower management fee

  • Higher exposure to AU market

  • Higher price growth

  • Higher distribution yield

Cons

  • Lower exposure to AU market

  • Lower price growth

  • Lower distribution yield

  • Higher management fee

HCRD

SMLL

Lower exposure to AU market

Higher exposure to AU market

Lower management fee

Higher management fee

Lower price growth

Higher price growth

Lower distribution yield

Higher distribution yield

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