Compare AU
Compare HGBL vs. USD
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 BetaShares U.S. Dollar ETF (USD). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
HGBL | USD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 69 | 4 |
Median incremental investment | $4,493.50 | $1,978.27 |
Median investment frequency | Monthly | Monthly |
Median total investment | $15,504.00 | $1,028.95 |
Average age group | 26 - 35 | > 35 |
Key Summary
HGBL | USD | |
|---|---|---|
Strategy | HGBL.AX was created on 2023-05-16 by BetaShares. The fund's investment portfolio concentrates primarily on total market equity. The investment objective of each Fund is to provide an investment return, before fees and expenses, that aims to track the performance of the relevant Index. | USD.AX was created on 2011-01-31 by BetaShares. The fund's investment portfolio concentrates primarily on long usd, short aud currency. USD.AX aims to track the performance of the U.S. dollar against the Australian dollar (before fees and expenses). If the U.S. dollar goes up 10% against the A$ the Fund is designed to go up 10% too, before fees and expenses. Conversely, the Fund will go down if the U.S. dollar falls. |
Top 3 holdings | NVIDIA CORP (4.98 %) APPLE INC (4.76 %) MICROSOFT CORP (4.72 %) | AUD - AUSTRALIA DOLLAR (0.00 %) |
Top 3 industries | Other (28.60 %) Information Technology (23.21 %) Financials (9.21 %) | Other (99.98 %) Communication Services (0.00 %) |
Top 3 countries | United States (71.69 %) Japan (6.93 %) United Kingdom of Great Britain and Northern Ireland (3.99 %) | |
Management fee | 0.11 % | 0.45 % |
Key Summary
HGBL | USD | |
|---|---|---|
Issuer | BetaShares | BetaShares |
Tracking index | Solactive GBS Developed Markets ex Australia Large & Mid Cap Index - AUD - Benchmark TR Net | |
Asset class | ETF | ETF |
Management fee | 0.11 % | 0.45 % |
Price | $68.00 | $15.83 |
Size | $1.096 billion | $83.399 million |
10Y return | N/A | 26.14 % |
Annual distribution yield (5Y) | 0.53 % | 1.74 % |
Market | ASX | ASX |
First listed date | 17/05/2023 | 01/02/2011 |
Purchase fee | $6.50 | $6.50 |
Community Stats
HGBL | USD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 69 | 4 |
Median incremental investment | $4,493.50 | $1,978.27 |
Median investment frequency | Monthly | Monthly |
Median total investment | $15,504.00 | $1,028.95 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
HGBL | USD | |
|---|---|---|
Pros |
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Cons |
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HGBL | USD |
|---|---|
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 |