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Compare HQUS vs. VEFI
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 Vanguard Ethically Conscious Glb Agg Bond Index (Hedged) ETF (VEFI). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
HQUS | VEFI | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 10 | 14 |
Median incremental investment | $4,993.50 | $1,516.98 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,286.16 | $5,981.09 |
Average age group | > 35 | > 35 |
Key Summary
HQUS | VEFI | |
|---|---|---|
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. | VEFI.AX was created on 2018-09-11 by Vanguard. The fund's investment portfolio concentrates primarily on investment grade fixed income. Vanguard Ethically Conscious Global Aggregate Bond Index Fund (Hedged) AUD Hedged seeks to track the return of the Bloomberg Barclays MSCI Global Aggregate SRI Exclusions Float Adjusted Index Hedged into Australian dollars before taking into account fees, expenses and tax. |
Top 3 holdings | BetaShares S&P 500 Equal Weight ETF (100.00 %) | French Republic Government Bond OAT 0.75 2028-11-25 (0.48 %) United States Treasury Note/Bond 0.75 2023-12-31 (0.46 %) Italy Buoni Poliennali Del Tesoro (0.46 %) |
Top 3 industries | Industrials (15.79 %) Financials (14.65 %) Information Technology (13.66 %) | Financials (0.00 %) |
Top 3 countries | United States (98.88 %) Switzerland (0.37 %) China (0.21 %) | |
Management fee | 0.29 % | 0.26 % |
Key Summary
HQUS | VEFI | |
|---|---|---|
Issuer | BetaShares | Vanguard |
Tracking index | S&P 500 Equal Weight AUD Hedged Index - AUD - Benchmark TR Net Hedged | Bloomberg Barclays MSCI Global Aggregate SRI Exclusions Float Adjusted Index hedged in AUD - AUD - Australia Dollar |
Asset class | ETF | ETF |
Management fee | 0.29 % | 0.26 % |
Price | $47.89 | $42.57 |
Size | N/A | $4.260 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 1.68 % | 2.91 % |
Market | ASX | ASX |
First listed date | 11/07/2024 | 13/09/2018 |
Purchase fee | $6.50 | $6.50 |
Community Stats
HQUS | VEFI | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 10 | 14 |
Median incremental investment | $4,993.50 | $1,516.98 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,286.16 | $5,981.09 |
Average age group | > 35 | > 35 |
Pros and Cons
HQUS | VEFI | |
|---|---|---|
Pros |
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Cons |
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HQUS | VEFI |
|---|---|
Higher exposure to US market | Lower exposure to US market |
Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |