Compare AU
Compare HVST vs. IGB
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 iShares Treasury ETF (IGB). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
HVST | IGB | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 58 | 5 |
Median incremental investment | $990.50 | $829.08 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,207.65 | $1,491.75 |
Average age group | > 35 | 26 - 35 |
Key Summary
HVST | IGB | |
|---|---|---|
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 236.58m in AUM and 57 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. | IGB.AX was created on 2012-03-12 by iShares. The fund's investment portfolio concentrates primarily on investment grade fixed income. The ETF currently has 426.39m in AUM and 30 holdings. The Fund aims to provide investors with the performance of an index, before fees and expenses. The index is designed to measure the performance of the Australian bond market and is comprised of fixed income securities issued by the Australian Treasury. |
Top 3 holdings | BETASHARES AUSTRALIA 200 ETF (24.87 %) BHP GROUP LTD (7.68 %) COMMONWEALTH BANK OF AUSTRALIA (5.34 %) | AUSTRALIA (COMMONWEALTH OF) RegS (5.50 %) AUSTRALIA (COMMONWEALTH OF) RegS (5.37 %) AUSTRALIA (COMMONWEALTH OF) RegS (5.32 %) |
Top 3 industries | Other (33.38 %) Financials (26.38 %) Materials (12.97 %) | Other (99.83 %) Communication Services (0.17 %) |
Top 3 countries | Australia (97.05 %) United States (2.00 %) United Kingdom of Great Britain and Northern Ireland (0.56 %) | |
Management fee | 0.65 % | 0.26 % |
Key Summary
HVST | IGB | |
|---|---|---|
Issuer | BetaShares | iShares |
Tracking index | Bloomberg AusBond Treasury (0+Y) | |
Asset class | ETF | ETF |
Management fee | 0.65 % | 0.26 % |
Price | $13.25 | $99.21 |
Size | $235.766 million | $423.649 million |
10Y return | -43.81 % | -6.01 % |
Annual distribution yield (5Y) | 8.87 % | 1.82 % |
Market | ASX | ASX |
First listed date | 03/11/2014 | 14/03/2012 |
Purchase fee | $6.50 | $6.50 |
Community Stats
HVST | IGB | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 58 | 5 |
Median incremental investment | $990.50 | $829.08 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,207.65 | $1,491.75 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
HVST | IGB | |
|---|---|---|
Pros |
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Cons |
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HVST | IGB |
|---|---|
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 |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |