Compare AU

Compare HVST vs. BBUS

Compare shares and ETFs on the ASX that you can trade on Pearler.

BetaShares Australian Dividend Harvester Fund (Managed Fund)

ASX

Buy

Buy

Overview
Performance

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 Fund (Managed Fund) (HVST) and the BetaShares Us Eqy Strong Bear - Ch (Hedge Fund) (BBUS). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

HVST

BBUS

Popularity

Low

Low

Pearlers invested

54

15

Median incremental investment

$993.50

$5,000.00

Median investment frequency

Monthly

Monthly

Median total investment

$2,941.53

$1,266.00

Average age group

> 35

> 35


Key Summary

HVST

BBUS

Strategy

HVST.AX was created on 2014-10-29 by BetaShares. The fund's investment portfolio concentrates primarily on large cap equity. The ETF currently has 240.78m in AUM and 45 holdings. 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.

BBUS.AX was created on 2015-08-24 by BetaShares. The fund's investment portfolio concentrates primarily on large cap equity. The Fund aims to help investors profit from, or protect against, a declining U.S. share market. It seeks to generate magnified returns that are negatively correlated to the returns of the U.S. share market (as measured by the S&P 500 index), hedged to Australian dollars.

Top 3 holdings

BETASHARES AUSTRALIA 200 ETF (24.67 %)

BETASHARES AUSTRALIAN RESOURCE (8.94 %)

BETASHARES S&P/ASX FINANCIAL S (8.58 %)

S&P500 EMINI FUT MAR25 (0 %)

AUD - AUSTRALIA DOLLAR (101.82 %)

USD - UNITED STATES DOLLAR (-1.82 %)

Top 3 industries

Other (54.66 %)

Financials (10.44 %)

Health Care (6.47 %)

Other (73.66 %)

Communication Services (26.34 %)

Top 3 countries

Australia (97.05 %)

United States (2.00 %)

United Kingdom of Great Britain and Northern Ireland (0.56 %)

Management fee

0.65 %

1.38 %


Key Summary

HVST

BBUS

Issuer

BetaShares

BetaShares

Tracking index

Asset class

ETF

ETF

Management fee

0.65 %

1.38 %

Price

$13.86

$4.14

Size

$242.600 million

$141.186 million

10Y return

-46.71 %

N/A

Annual distribution yield (5Y)

9.09 %

1.89 %

Market

ASX

ASX

First listed date

03/11/2014

26/08/2015

Purchase fee

$6.50

$6.50


Community Stats

HVST

BBUS

Popularity

Low

Low

Pearlers invested

54

15

Median incremental investment

$993.50

$5,000.00

Median investment frequency

Monthly

Monthly

Median total investment

$2,941.53

$1,266.00

Average age group

> 35

> 35


Pros and Cons

HVST

BBUS

Pros

  • Higher exposure to AU market

  • Higher exposure to US market

  • Lower management fee

  • Higher price growth

  • Higher distribution yield

Cons

  • Lower exposure to AU market

  • Lower exposure to US market

  • Higher management fee

  • Lower price growth

  • Lower distribution yield

HVST

BBUS

Higher exposure to AU market

Lower exposure to AU market

Higher exposure to US market

Lower exposure to US market

Lower management fee

Higher management fee

Higher price growth

Lower price growth

Higher distribution yield

Lower distribution yield

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