Compare AU
Compare HVST vs. HEUR
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 Fund (Managed Fund) (HVST) and the BetaShares Europe ETF-Currency Hedged (HEUR). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
HVST | HEUR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 51 | 13 |
Median incremental investment | $993.50 | $1,226.66 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,275.68 | $4,113.72 |
Average age group | > 35 | 26 - 35 |
Key Summary
HVST | HEUR | |
|---|---|---|
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 226.57m in AUM and 54 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. | HEUR.AX was created on 2016-05-10 by BetaShares. The fund's investment portfolio concentrates primarily on total market equity. The fund aims to track the performance of an index (before fees and expenses) that provides diversified exposure to the largest globally competitive Eurozone companies, hedged into Australian dollars. |
Top 3 holdings | BETASHARES AUSTRALIA 200 ETF (24.70 %) COMMONWEALTH BANK OF AUSTRALIA (10.55 %) BETASHARES AUSTRALIAN RESOURCE (9.04 %) | ASML HOLDING NV (9.15 %) SAP SE (4.47 %) LVMH MOET HENNESSY LOUIS VUITT (4.21 %) |
Top 3 industries | Other (47.20 %) Financials (16.27 %) Health Care (6.88 %) | Other (99.49 %) Consumer Discretionary (6.36 %) Financials (4.65 %) |
Top 3 countries | Australia (97.05 %) United States (2.00 %) United Kingdom of Great Britain and Northern Ireland (0.56 %) | |
Management fee | 0.65 % | 0.56 % |
Key Summary
HVST | HEUR | |
|---|---|---|
Issuer | BetaShares | BetaShares |
Tracking index | S&P Eurozone Exporters AUD Hedged Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.65 % | 0.56 % |
Price | $13.82 | $14.04 |
Size | $233.803 million | $53.415 million |
10Y return | -44.25 % | N/A |
Annual distribution yield (5Y) | 9.09 % | 5.82 % |
Market | ASX | ASX |
First listed date | 03/11/2014 | 12/05/2016 |
Purchase fee | $6.50 | $6.50 |
Community Stats
HVST | HEUR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 51 | 13 |
Median incremental investment | $993.50 | $1,226.66 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,275.68 | $4,113.72 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
HVST | HEUR | |
|---|---|---|
Pros |
|
|
Cons |
|
|
HVST | HEUR |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |