Compare AU
Compare HGBL vs. SUBD
Compare shares and ETFs on the ASX that you can trade on Pearler.
Overview
When it comes to investing in the Australian stock market, shares and ETFs are a popular choice. Two options in the ASX are HGBL and SUBD. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
HGBL | SUBD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 63 | 18 |
Median incremental investment | $4,030.00 | $5,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $15,401.40 | $9,171.11 |
Average age group | 26 - 35 | > 35 |
Key Summary
HGBL | SUBD | |
|---|---|---|
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. | SUBD.AX was created on 2019-10-28 by VanEck. The fund's investment portfolio concentrates primarily on investment grade fixed income. The ETF currently has 2135.66m in AUM and 31 holdings. SUBD.AX invests in a portfolio of subordinated bonds with the aim of providing investment returns before fees and other costs that track the performance of the Index. |
Top 3 holdings | APPLE INC (5.31 %) NVIDIA CORP (4.90 %) MICROSOFT CORP (4.60 %) | VanEck Australian Subordinated Debt ETF (100 %) |
Top 3 industries | Other (28.27 %) Information Technology (24.25 %) Financials (8.94 %) | |
Top 3 countries | United States (71.69 %) Japan (6.93 %) United Kingdom of Great Britain and Northern Ireland (3.99 %) | |
Management fee | 0.11 % | 0.29 % |
Key Summary
HGBL | SUBD | |
|---|---|---|
Issuer | BetaShares | VanEck |
Tracking index | Solactive GBS Developed Markets ex Australia Large & Mid Cap Index - AUD - Benchmark TR Net | iBoxx AUD Investment Grade Subordinated Debt Mid Price Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.11 % | 0.29 % |
Price | $67.62 | $25.25 |
Size | $1.096 billion | $2.167 billion |
10Y return | N/A | N/A |
Annual distribution/ dividend yield (5Y) | 0.53 % | 3.64 % |
Market | ASX | ASX |
First listed date | 17/05/2023 | 30/10/2019 |
Purchase fee | $6.50 | $6.50 |
Community Stats
HGBL | SUBD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 63 | 18 |
Median incremental investment | $4,030.00 | $5,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $15,401.40 | $9,171.11 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
HGBL | SUBD | |
|---|---|---|
Pros |
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Cons |
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HGBL | SUBD |
|---|---|
Higher exposure to US market | Lower exposure to US market |
Lower management fee | Higher management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |