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Compare HVST vs. SUBD
Compare shares and ETFs on the ASX that you can trade on Pearler.
Overview
When it comes to investing in the Australian stock market, shares and ETFs are a popular choice. Two options in the ASX are HVST and SUBD. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
HVST | SUBD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 68 | 26 |
Median incremental investment | $990.45 | $9,972.75 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,019.00 | $15,736.80 |
Average age group | > 35 | > 35 |
Key Summary
HVST | SUBD | |
|---|---|---|
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. | SUBD.AX was created on 2019-10-28 by VanEck. The fund's investment portfolio concentrates primarily on investment grade fixed income. The ETF currently has 2955.59m in AUM and 38 holdings. SUBD.AX invests in a portfolio of subordinated bonds with the aim of providing investment returns before fees and other costs that track the performance of the Index. |
Top 3 holdings | SPI 200 FUTURES DEC25 (0 %) BETASHARES AUSTRALIA 200 ETF (24.80 %) BHP GROUP LTD (8.75 %) | VanEck Australian Subordinated Debt ETF (100 %) |
Top 3 industries | Other (50.68 %) Financials (12.82 %) Health Care (6.32 %) | |
Top 3 countries | Australia (97.05 %) United States (2.00 %) United Kingdom of Great Britain and Northern Ireland (0.56 %) | |
Management fee | 0.65 % | 0.29 % |
Key Summary
HVST | SUBD | |
|---|---|---|
Issuer | BetaShares | VanEck |
Tracking index | iBoxx AUD Investment Grade Subordinated Debt Mid Price Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.65 % | 0.29 % |
Price | $13.46 | $25.28 |
Size | $278.879 million | $3.105 billion |
10Y return | -36.66 % | N/A |
Annual distribution/βdividend yield (5Y) | 5.38 % | 3.29 % |
Market | ASX | ASX |
First listed date | 03/11/2014 | 30/10/2019 |
Purchase fee | $6.50 | $6.50 |
Community Stats
HVST | SUBD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 68 | 26 |
Median incremental investment | $990.45 | $9,972.75 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,019.00 | $15,736.80 |
Average age group | > 35 | > 35 |
Pros and Cons
HVST | SUBD | |
|---|---|---|
Pros |
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Cons |
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HVST | SUBD |
|---|---|
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 |