Compare AU
Compare IVV 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 IVV and HBRD. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
IVV | HBRD | |
|---|---|---|
Popularity | High | Low |
Pearlers invested | 12,553 | 42 |
Median incremental investment | $1,000.00 | $925.52 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,048.96 | $2,296.71 |
Average age group | 26 - 35 | > 35 |
Key Summary
IVV | HBRD | |
|---|---|---|
Strategy | iShares S&P 500 ETF (ASX: IVV) seeks to track the performance of the US S&P 500 index before account fees, expenses, and taxes. The index tracks the top 500 companies on the US stock market. | 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 | Microsoft Corporation (6.95 %) Apple, Inc. (5.75 %) NVIDIA Corporation (5.10 %) | Aussie Hybrids (active managed fund) (100 %) |
Top 3 industries | Other (99.97 %) Communication Services (0.00 %) | Other (99.73 %) Financials (0.27 %) |
Top 3 countries | United States (99.92 %) | |
Management fee | 0.04 % | 0.55 % |
Key Summary
IVV | HBRD | |
|---|---|---|
Issuer | iShares | BetaShares |
Tracking index | S&P 500 - AUD | |
Asset class | ETF | ETF |
Management fee | 0.04 % | 0.55 % |
Price | $63.52 | $10.14 |
Size | $10.979 billion | $2.340 billion |
10Y return | 287.25 % | N/A |
Annual distribution/ dividend yield (5Y) | 13.82 % | 4.80 % |
Market | ASX | ASX |
First listed date | 10/10/2007 | 17/11/2017 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IVV | HBRD | |
|---|---|---|
Popularity | High | Low |
Pearlers invested | 12,553 | 42 |
Median incremental investment | $1,000.00 | $925.52 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,048.96 | $2,296.71 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
IVV | HBRD | |
|---|---|---|
Pros |
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Cons |
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IVV | HBRD |
|---|---|
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 |