Compare AU
Compare IGRO vs. HBRD
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 IGRO and HBRD. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
IGRO | HBRD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 8 | 43 |
Median incremental investment | $676.50 | $921.04 |
Median investment frequency | Monthly | Monthly |
Median total investment | $5,636.25 | $2,292.75 |
Average age group | > 35 | > 35 |
Key Summary
IGRO | HBRD | |
|---|---|---|
Strategy | IGRO.AX was created on 2022-08-15 by iShares. The fund's investment portfolio concentrates primarily on target outcome asset allocation. The Fund aims to provide investors with the performance of the various indices of the Underlying Funds | HBRD.AX was created on 2017-11-13 by BetaShares. The fund's investment portfolio concentrates primarily on broad credit fixed income. HBRD.AX aims to provide investors with attractive income returns from an actively managed, diversified portfolio of primarily hybrid securities. |
Top 3 holdings | iShares Core MSCI Wld Ex Aus ESG ETF (41.73 %) iShares Core MSCI Australia ESG ETF (34.56 %) iShares Core MSCI Wld ex Aus ESG AUHDETF (14.59 %) | BetaShares Active Australian Hybrids Fund (Managed Fund) (100 %) |
Top 3 industries | Other (99.98 %) Communication Services (0.02 %) | Other (99.73 %) Financials (0.27 %) |
Top 3 countries | United States (47.22 %) Australia (36.23 %) Japan (3.92 %) | |
Management fee | 0.22 % | 0.55 % |
Key Summary
IGRO | HBRD | |
|---|---|---|
Issuer | iShares | BetaShares |
Tracking index | 34% MSCI Australia IMI Custom ESG Leaders Index - 43% MSCI World Ex Australia Custom ESG Leaders Index - 13% MSCI World Ex Australia Custom ESG Leaders Index AUD Hedged - 10% Other Benchmark - Benchmark TR Net | |
Asset class | ETF | ETF |
Management fee | 0.22 % | 0.55 % |
Price | $33.75 | $10.19 |
Size | $11.991 million | $2.342 billion |
10Y return | N/A | N/A |
Annual distribution/ dividend yield (5Y) | 1.32 % | 4.74 % |
Market | ASX | ASX |
First listed date | 16/08/2022 | 17/11/2017 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IGRO | HBRD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 8 | 43 |
Median incremental investment | $676.50 | $921.04 |
Median investment frequency | Monthly | Monthly |
Median total investment | $5,636.25 | $2,292.75 |
Average age group | > 35 | > 35 |
Pros and Cons
IGRO | HBRD | |
|---|---|---|
Pros |
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Cons |
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IGRO | HBRD |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |