Compare AU
Compare HCRD vs. SMLL
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 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 |
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Cons |
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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 |