Compare AU
Compare HGBL vs. IHEB
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 Global Shares ETF - Currency Hedged (HGBL) and the iShares J.P. Morgan Usd Emerging Markets (Aud Hedged) ETF (IHEB). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
HGBL | IHEB | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 69 | 2 |
Median incremental investment | $4,493.50 | $4,196.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $15,426.48 | $20,603.31 |
Average age group | 26 - 35 | > 35 |
Key Summary
HGBL | IHEB | |
|---|---|---|
Strategy | HGBL.AX was created on 2023-05-16 by BetaShares. The fund's investment portfolio concentrates primarily on total market equity. The investment objective of each Fund is to provide an investment return, before fees and expenses, that aims to track the performance of the relevant Index. | IHEB.AX was created on 2015-12-04 by iShares. The fund's investment portfolio concentrates primarily on broad credit fixed income. The fund aims to provide investors with the performance of the J.P. Morgan EMBI Global Core Index (AUD Hedged), before fees and expenses. The index is designed to measure the AUD hedged performance of U.S. dollar denominated fixed and/or floating rate emerging market bonds issued by sovereign and quasi-sovereign entities. |
Top 3 holdings | NVIDIA CORP (4.98 %) APPLE INC (4.76 %) MICROSOFT CORP (4.72 %) | ISHARES J.P. MORGAN $ EMER MKTS BD (98.96 %) USD CASH (0.57 %) USD/AUD (0.49 %) |
Top 3 industries | Other (28.60 %) Information Technology (23.21 %) Financials (9.21 %) | Other (98.67 %) Communication Services (1.33 %) |
Top 3 countries | United States (71.69 %) Japan (6.93 %) United Kingdom of Great Britain and Northern Ireland (3.99 %) | |
Management fee | 0.11 % | 0.51 % |
Key Summary
HGBL | IHEB | |
|---|---|---|
Issuer | BetaShares | iShares |
Tracking index | Solactive GBS Developed Markets ex Australia Large & Mid Cap Index - AUD - Benchmark TR Net | J.P. Morgan EMBI Global Core Hedged to AUD Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.11 % | 0.51 % |
Price | $68.00 | $75.86 |
Size | $1.096 billion | $69.706 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 0.53 % | 5.56 % |
Market | ASX | ASX |
First listed date | 17/05/2023 | 09/12/2015 |
Purchase fee | $6.50 | $6.50 |
Community Stats
HGBL | IHEB | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 69 | 2 |
Median incremental investment | $4,493.50 | $4,196.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $15,426.48 | $20,603.31 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
HGBL | IHEB | |
|---|---|---|
Pros |
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Cons |
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HGBL | IHEB |
|---|---|
Higher exposure to US market | Lower exposure to US market |
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |