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Compare HQUS vs. ADEF
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 S&P 500 Equal Weight Currency Hedged ETF (HQUS) and the Apostle Dundas Gbl Eqty Fund - Class D Active ETF (ADEF). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
HQUS | ADEF | |
|---|---|---|
Popularity | Low | N/A |
Pearlers invested | 9 | 0 |
Median incremental investment | $4,993.50 | $0 |
Median investment frequency | Monthly | N/A |
Median total investment | $4,012.85 | $0 |
Average age group | > 35 | N/A |
Key Summary
HQUS | ADEF | |
|---|---|---|
Strategy | HQUS.AX was created on 2024-07-10 by BetaShares. The fund's investment portfolio concentrates primarily on large cap equity. HQUS.AX aims to track the performance of the S&P 500 Equal Weight AUD Hedged Index NTR. | ADEF.AX was created on 2021-02-24 by Apostle. The fund's investment portfolio concentrates primarily on total market equity. The Funds investment objective is to deliver Long-Term dividend growth and capital appreciation. The target is to exceed the MSCI All Country World ex Australia Index by 2.5% p.a. after all fees and expenses on a rolling 5 year basis. |
Top 3 holdings | BetaShares S&P 500 Equal Weight ETF (100.00 %) | Alphabet Inc Class C (4.12 %) Microsoft Corp (3.94 %) WR Berkley Corp (3.64 %) |
Top 3 industries | Industrials (15.79 %) Financials (14.65 %) Information Technology (13.66 %) | Financials (38.26 %) Information Technology (31.92 %) Industrials (11.72 %) |
Top 3 countries | ||
Management fee | 0.29 % | 0 % |
Key Summary
HQUS | ADEF | |
|---|---|---|
Issuer | BetaShares | Apostle |
Tracking index | S&P 500 Equal Weight AUD Hedged Index - AUD - Benchmark TR Net Hedged | MSCI All Country World ex-Australia Index - AUD - Benchmark TR Net |
Asset class | ETF | ETF |
Management fee | 0.29 % | 0 % |
Price | $47.21 | $6.44 |
Size | N/A | $17.097 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 1.68 % | 0.32 % |
Market | ASX | ASX |
First listed date | 11/07/2024 | 23/02/2021 |
Purchase fee | $6.50 | $6.50 |
Community Stats
HQUS | ADEF | |
|---|---|---|
Popularity | Low | N/A |
Pearlers invested | 9 | 0 |
Median incremental investment | $4,993.50 | $0 |
Median investment frequency | Monthly | N/A |
Median total investment | $4,012.85 | $0 |
Average age group | > 35 | N/A |
Pros and Cons
HQUS | ADEF | |
|---|---|---|
Pros |
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Cons |
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HQUS | ADEF |
|---|---|
Higher management fee | Lower management fee |
Higher distribution yield | Lower distribution yield |