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Compare HVST vs. BGBL
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 Betashares Global Shares ETF (BGBL). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
HVST | BGBL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 67 | 604 |
Median incremental investment | $990.45 | $2,009.22 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,121.60 | $10,951.82 |
Average age group | > 35 | 26 - 35 |
Key Summary
HVST | BGBL | |
|---|---|---|
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. | BGBL.AX was created on 2023-05-09 by BetaShares. The fund's investment portfolio concentrates primarily on total market equity. The investment objective of the Betashares Global Shares ETF is to provide an investment return that aims to track the performance of the Solactive GBS Developed Markets ex Australia Large & Mid Cap Index (the Index), before taking into account fees and expenses. |
Top 3 holdings | SPI 200 FUTURES DEC25 (0 %) BETASHARES AUSTRALIA 200 ETF (24.79 %) BHP GROUP LTD (8.61 %) | MSCI WORLD INDEX DEC25 (0 %) NVIDIA CORP (5.67 %) APPLE INC (5.03 %) |
Top 3 industries | Other (50.68 %) Financials (12.82 %) Health Care (6.32 %) | Other (29.74 %) Information Technology (25.04 %) Financials (8.88 %) |
Top 3 countries | Australia (97.05 %) United States (2.00 %) United Kingdom of Great Britain and Northern Ireland (0.56 %) | United States (71.89 %) Japan (6.55 %) United Kingdom of Great Britain and Northern Ireland (3.85 %) |
Management fee | 0.65 % | 0.08 % |
Key Summary
HVST | BGBL | |
|---|---|---|
Issuer | BetaShares | BetaShares |
Tracking index | Solactive GBS Developed Markets ex Australia Large & Mid Cap Index - AUD - Benchmark TR Net | |
Asset class | ETF | ETF |
Management fee | 0.65 % | 0.08 % |
Price | $13.60 | $81.73 |
Size | $274.539 million | N/A |
10Y return | -35.39 % | N/A |
Annual distribution yield (5Y) | 5.39 % | 0.92 % |
Market | ASX | ASX |
First listed date | 03/11/2014 | 10/05/2023 |
Purchase fee | $6.50 | $6.50 |
Community Stats
HVST | BGBL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 67 | 604 |
Median incremental investment | $990.45 | $2,009.22 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,121.60 | $10,951.82 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
HVST | BGBL | |
|---|---|---|
Pros |
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Cons |
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HVST | BGBL |
|---|---|
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 |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |