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Compare HVLU vs. 28BB
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 VanEck MSCI International Value (Aud Hedged) ETF (HVLU) and the Betashares 2028 Fixed Term Corp Bond Active ETF (28BB). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
HVLU | 28BB | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 3 | 1 |
Median incremental investment | $6,000.00 | $3,993.50 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $5,037.00 | $498.20 |
Average age group | > 35 | 26 - 35 |
Key Summary
HVLU | 28BB | |
|---|---|---|
Strategy | HVLU.AX was created on 2023-11-07 by VanEck. The fund's investment portfolio concentrates primarily on total market equity. Each Fund aims to provide investment returns before fees and other costs which track the performance of its Reference Index in Australian dollars. | 28BB.AX was created on 2025-04-30 by BetaShares. The fund's investment portfolio concentrates primarily on broad credit fixed income. The Fund aims to provide investors with access to a diversified portfolio of fixed-rate, investment grade, Australian dollar denominated corporate bonds with maturity dates occurring between May 2027 and May 2028, inclusive. The Fund will target a monthly distribution of a fixed dollar amount per Unit (DPU Target). |
Top 3 holdings | VanEck MSCI Intl Val ETF (98.71 %) | AUST & NZ BANKING GROUP 4.7% DEC-27 (3.14 %) FONTERRA COOPERATIVE GRP 4.0% NOV-27 (2.73 %) BLUE OWL CREDIT INCOME 6.5% OCT-27 (2.68 %) |
Top 3 industries | ||
Top 3 countries | ||
Management fee | 0.29 % | 0 % |
Key Summary
HVLU | 28BB | |
|---|---|---|
Issuer | VanEck | BetaShares |
Tracking index | MSCI World ex Australia Enhanced Value Top 250 Select 100% Hedged to AUD Index - AUD - Benchmark TR Net Hedged | |
Asset class | ETF | ETF |
Management fee | 0.29 % | 0 % |
Price | $36.50 | $24.91 |
Size | $56.291 million | N/A |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 3.73 % | 1.51 % |
Market | ASX | ASX |
First listed date | 08/11/2023 | 01/05/2025 |
Purchase fee | $6.50 | $6.50 |
Community Stats
HVLU | 28BB | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 3 | 1 |
Median incremental investment | $6,000.00 | $3,993.50 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $5,037.00 | $498.20 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
HVLU | 28BB | |
|---|---|---|
Pros |
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Cons |
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HVLU | 28BB |
|---|---|
Higher management fee | Lower management fee |
Higher distribution yield | Lower distribution yield |