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Compare HVLU vs. BNDS
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 Western Asset Aus Bond Active ETF (BNDS). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
HVLU | BNDS | |
---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 15 |
Median incremental investment | $6,000.00 | $943.50 |
Median investment frequency | Weekly | Monthly |
Median total investment | $27,293.70 | $938.34 |
Average age group | > 35 | > 35 |
Key Summary
HVLU | BNDS | |
---|---|---|
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. | BNDS.AX was created on 2018-11-07 by BetaShares. The fund's investment portfolio concentrates primarily on broad credit fixed income. The Fund aims to earn an after fee return in excess of the Bloomberg AusBond Composite 0+yr Index over rolling three year periods. |
Top 3 holdings | VanEck MSCI Intl Val ETF (99.06 %) | AUSTRALIAN GOVERNMENT 3.5% DEC-34 (2.22 %) AUSTRALIAN GOVERNMENT 2.75% MAY-41 (1.95 %) AUSTRALIAN GOVERNMENT 3.75% MAY-34 (1.55 %) |
Top 3 industries | Other (99.56 %) Communication Services (0.44 %) | |
Top 3 countries | ||
Management fee | 0.29 % | 0.42 % |
Key Summary
HVLU | BNDS | |
---|---|---|
Issuer | VanEck | BetaShares |
Tracking index | MSCI World ex Australia Enhanced Value Top 250 Select 100% Hedged to AUD Index - AUD - Benchmark TR Net Hedged | Bloomberg AusBond Composite Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.29 % | 0.42 % |
Price | $29.43 | $24.06 |
Size | $33.369 million | $847.421 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 3.66 % | 2.07 % |
Market | ASX | ASX |
First listed date | 08/11/2023 | 16/11/2018 |
Purchase fee | $6.50 | $6.50 |
Community Stats
HVLU | BNDS | |
---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 15 |
Median incremental investment | $6,000.00 | $943.50 |
Median investment frequency | Weekly | Monthly |
Median total investment | $27,293.70 | $938.34 |
Average age group | > 35 | > 35 |
Pros and Cons
HVLU | BNDS | |
---|---|---|
Pros |
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Cons |
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HVLU | BNDS |
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Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |