Compare AU
Compare IXJ 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 IXJ and HBRD. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
IXJ | HBRD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 241 | 42 |
Median incremental investment | $1,000.00 | $925.52 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,668.00 | $2,296.71 |
Average age group | 26 - 35 | > 35 |
Key Summary
IXJ | HBRD | |
|---|---|---|
Strategy | IXJ.AX was created on 2001-11-13 by iShares. The fund's investment portfolio concentrates primarily on health care equity. The Fund aims to provide investors with the performance of an index, before fees and expenses. The index is designed to measure the performance of global biotechnology, healthcare, medical equipment and pharmaceuticals companies and may include large-, mid- or smallcapitalisation stocks | 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 | Eli Lilly and Company (8.25 %) UnitedHealth Group Incorporated (5.81 %) Johnson & Johnson (4.72 %) | Aussie Hybrids (active managed fund) (100 %) |
Top 3 industries | Other (99.98 %) Communication Services (0.02 %) | Other (99.73 %) Financials (0.27 %) |
Top 3 countries | United States (99.97 %) | |
Management fee | 0.46 % | 0.55 % |
Key Summary
IXJ | HBRD | |
|---|---|---|
Issuer | iShares | BetaShares |
Tracking index | S&P Global 1200 Healthcare Sector Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.46 % | 0.55 % |
Price | $139.00 | $10.14 |
Size | $1.414 billion | $2.340 billion |
10Y return | 126.37 % | N/A |
Annual distribution/ dividend yield (5Y) | 1.26 % | 4.80 % |
Market | ASX | ASX |
First listed date | 11/03/2009 | 17/11/2017 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IXJ | HBRD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 241 | 42 |
Median incremental investment | $1,000.00 | $925.52 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,668.00 | $2,296.71 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
IXJ | HBRD | |
|---|---|---|
Pros |
|
|
Cons |
|
|
IXJ | 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 |