Back
Compare AU
Compare ISLM vs. HCRD
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 Hejaz Equities Fund Active ETF (ISLM) and the Betashares Interest Rate Hedged Aus Corp Bond ETF (HCRD). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
ISLM | HCRD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 15 | 4 |
Median incremental investment | $650.00 | $5,036.61 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $3,419.91 | $32,678.40 |
Average age group | 26 - 35 | > 35 |
Key Summary
ISLM | HCRD | |
|---|---|---|
Strategy | ISLM.AX was created on 2020-10-17 by Hejaz . The fund's investment portfolio concentrates primarily on total market equity. To achieve a (total) return at least equal to movements- in the Benchmark over rolling 5 to 7 year timeframe through exposure to a diversified equities portfolio of shariah Compliant investments. | HCRD.AX was created on 2022-11-14 by BetaShares. The fund's investment portfolio concentrates primarily on investment grade fixed income. The investment objective of the Fund is to provide an investment return that aims to track the performance of the Solactive Australian Investment Grade Corporate Bond Select DH Index, before taking into account fees and expenses. |
Top 3 holdings | BYD Co Ltd Class H (6.38 %) Taiwan Semiconductor Manufacturing Co Ltd ADR (5.69 %) Air Products and Chemicals Inc (5.27 %) | AUD - AUSTRALIA DOLLAR (3.57 %) EMIRATES NBD BANK PJSC 5.913% JUN-35 (2.61 %) VONOVIA SE 5.717% SEP-35 (2.36 %) |
Top 3 industries | Other (36.68 %) Materials (28.32 %) Consumer Staples (10.61 %) | Other (99.06 %) Communication Services (0.94 %) |
Top 3 countries | United States (39.31 %) Australia (26.55 %) China (10.94 %) | |
Management fee | 1.89 % | 0.29 % |
Key Summary
ISLM | HCRD | |
|---|---|---|
Issuer | Hejaz | BetaShares |
Tracking index | MSCI World Islamic | Solactive Australian Investment Grade Corporate Bond Select Index - AUD |
Asset class | ETF | ETF |
Management fee | 1.89 % | 0.29 % |
Price | $1.165 | $25.53 |
Size | N/A | $89.001 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 9.68 % | 3.41 % |
Market | ASX | ASX |
First listed date | 16/10/2022 | 15/11/2022 |
Purchase fee | $6.50 | $6.50 |
Community Stats
ISLM | HCRD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 15 | 4 |
Median incremental investment | $650.00 | $5,036.61 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $3,419.91 | $32,678.40 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
ISLM | HCRD | |
|---|---|---|
Pros |
|
|
Cons |
|
|
ISLM | HCRD |
|---|---|
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 distribution yield | Lower distribution yield |