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Compare HVLU vs. AUST
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 Managed Risk Australian Shares Complex ETF (AUST). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
HVLU | AUST | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 3 | 1 |
Median incremental investment | $6,000.00 | $506.85 |
Median investment frequency | Monthly | Monthly |
Median total investment | $5,035.62 | $2,008.16 |
Average age group | > 35 | < 26 |
Key Summary
HVLU | AUST | |
|---|---|---|
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. | AUST.AX was created on 2015-11-09 by BetaShares. The fund's investment portfolio concentrates primarily on large cap equity. The investment objective of the Fund is: to provide exposure to a broadly diversified portfolio of Australian shares, generally consisting of approximately 200 of the largest equity securities on the ASX, weighted by their market capitalisation, and to reduce the volatility of the Funds equity investment returns and cushion downside risk |
Top 3 holdings | VanEck MSCI Intl Val ETF (98.96 %) | COMMONWEALTH BANK OF AUSTRALIA (9.29 %) BHP GROUP LTD (9.07 %) WESTPAC BANKING CORP (4.76 %) |
Top 3 industries | Financials (32.75 %) Materials (18.08 %) Health Care (8.38 %) | |
Top 3 countries | Australia (94.91 %) United States (3.06 %) New Zealand (1.56 %) | |
Management fee | 0.29 % | 0.49 % |
Key Summary
HVLU | AUST | |
|---|---|---|
Issuer | VanEck | BetaShares |
Tracking index | MSCI World ex Australia Enhanced Value Top 250 Select 100% Hedged to AUD Index - AUD - Benchmark TR Net Hedged | S&P/ASX 200 Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.29 % | 0.49 % |
Price | $36.49 | $17.93 |
Size | $55.241 million | $32.560 million |
10Y return | N/A | 24.26 % |
Annual distribution yield (5Y) | 3.73 % | 3.47 % |
Market | ASX | ASX |
First listed date | 08/11/2023 | 10/11/2015 |
Purchase fee | $6.50 | $6.50 |
Community Stats
HVLU | AUST | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 3 | 1 |
Median incremental investment | $6,000.00 | $506.85 |
Median investment frequency | Monthly | Monthly |
Median total investment | $5,035.62 | $2,008.16 |
Average age group | > 35 | < 26 |
Pros and Cons
HVLU | AUST | |
|---|---|---|
Pros |
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Cons |
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HVLU | AUST |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Lower exposure to US market | Higher exposure to US market |
Lower management fee | Higher management fee |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |