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Compare IAF vs. HGBL
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 iShares Core Composite Bond ETF (IAF) and the Betashares Global Shares Currency Hedged ETF (HGBL). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
IAF | HGBL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 509 | 136 |
Median incremental investment | $1,069.41 | $4,981.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,185.92 | $22,038.99 |
Average age group | > 35 | > 35 |
Key Summary
IAF | HGBL | |
|---|---|---|
Strategy | IAF.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 3247.06m in AUM and 594 holdings. The fund aims to provide investors with the performance of the Bloomberg AusBond Composite 0+ Yr IndexSM, before fees and expenses. The index is designed to measure the performance of the Australian bond market and includes investment grade fixed income securities issued by the Australian Treasury. | HGBL.AX was created on 2023-05-16 by BetaShares. The fund's investment portfolio concentrates primarily on total market equity. The investment objective of each Fund is to provide an investment return, before fees and expenses, that aims to track the performance of the relevant Index. |
Top 3 holdings | AUSTRALIA (COMMONWEALTH OF) RegS (2.49 %) AUSTRALIA (COMMONWEALTH OF) RegS (2.44 %) AUSTRALIA (COMMONWEALTH OF) RegS (2.40 %) | MSCI WORLD INDEX DEC26 (0 %) NVIDIA CORP (5.91 %) APPLE INC (5.46 %) |
Top 3 industries | Other (99.31 %) Financials (0.25 %) Communication Services (0.19 %) | Other (29.74 %) Information Technology (25.04 %) Financials (8.88 %) |
Top 3 countries | United States (72.60 %) Japan (6.38 %) United Kingdom of Great Britain and Northern Ireland (3.60 %) | |
Management fee | 0.15 % | 0.11 % |
Key Summary
IAF | HGBL | |
|---|---|---|
Issuer | iShares | BetaShares |
Tracking index | Bloomberg AusBond Composite 0+ Yr Index - AUD | Solactive GBS Developed Markets ex Australia Large & Mid Cap AUD Index |
Asset class | ETF | ETF |
Management fee | 0.15 % | 0.11 % |
Price | $99.72 | $87.59 |
Size | $3.712 billion | $2.996 billion |
10Y return | -7.09 % | N/A |
Annual distribution yield (5Y) | 2.27 % | 1.38 % |
Market | ASX | ASX |
First listed date | 14/03/2012 | 17/05/2023 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IAF | HGBL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 509 | 136 |
Median incremental investment | $1,069.41 | $4,981.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,185.92 | $22,038.99 |
Average age group | > 35 | > 35 |
Pros and Cons
IAF | HGBL | |
|---|---|---|
Pros |
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Cons |
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IAF | HGBL |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Lower exposure to US market | Higher exposure to US market |
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |