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Compare HVST 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 Australian Dividend Harvester Active ETF (HVST) 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
HVST | ADEF | |
|---|---|---|
Popularity | Low | N/A |
Pearlers invested | 78 | 0 |
Median incremental investment | $990.50 | $0 |
Median investment frequency | Monthly | N/A |
Median total investment | $1,937.65 | $0 |
Average age group | > 35 | N/A |
Key Summary
HVST | ADEF | |
|---|---|---|
Strategy | HVST.AX was created on 2014-10-29 by BetaShares. The fund's investment portfolio concentrates primarily on large cap equity. HVST.AX aims to provide exposure to large-cap Australian shares, along with the potential for franked income that is at least 1.5x the yield of the Australian broad sharemarket on an annual basis. | 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 | SPI 200 FUTURES JUN26 (0 %) BETASHARES AUSTRALIA 200 ETF (24.80 %) BHP GROUP LTD (9.89 %) | Applied Materials Inc (4.60 %) Taiwan Semiconductor Manufacturing Co Ltd ADR (4.32 %) Alphabet Inc Class C (4.14 %) |
Top 3 industries | Other (50.68 %) Financials (12.82 %) Health Care (6.32 %) | Financials (38.26 %) Information Technology (31.92 %) Industrials (11.72 %) |
Top 3 countries | Australia (96.35 %) United States (2.15 %) United Kingdom of Great Britain and Northern Ireland (0.84 %) | United States (58.40 %) France (11.68 %) Switzerland (4.50 %) |
Management fee | 0.65 % | 0 % |
Key Summary
HVST | ADEF | |
|---|---|---|
Issuer | BetaShares | Apostle |
Tracking index | MSCI All Country World ex-Australia Index - AUD - Benchmark TR Net | |
Asset class | ETF | ETF |
Management fee | 0.65 % | 0 % |
Price | $13.55 | $5.67 |
Size | $288.781 million | $14.898 million |
10Y return | -35.29 % | N/A |
Annual distribution yield (5Y) | 5.33 % | 0.32 % |
Market | ASX | ASX |
First listed date | 03/11/2014 | 23/02/2021 |
Purchase fee | $6.50 | $6.50 |
Community Stats
HVST | ADEF | |
|---|---|---|
Popularity | Low | N/A |
Pearlers invested | 78 | 0 |
Median incremental investment | $990.50 | $0 |
Median investment frequency | Monthly | N/A |
Median total investment | $1,937.65 | $0 |
Average age group | > 35 | N/A |
Pros and Cons
HVST | ADEF | |
|---|---|---|
Pros |
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Cons |
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HVST | ADEF |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
Lower exposure to US market | Higher exposure to US market |
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |