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Compare LEVR 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 First Sentier Geared Australian Share Complex ETF (LEVR) 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
LEVR | HCRD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 4 |
Median incremental investment | $3,056.34 | $5,036.61 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $2,663.37 | $32,678.40 |
Average age group | 26 - 35 | > 35 |
Key Summary
LEVR | HCRD | |
|---|---|---|
Strategy | LEVR.AX was created on 2023-09-25 by First Sentier. The fund's investment portfolio concentrates primarily on large cap equity. To magnify long-term returns from capital growth by borrowing to invest in large Australian companies. The Fund aims to outperform the S&P/ASX 100 Accumulation Index over rolling seven-year periods before fees and taxes. | 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 | Commonwealth Bank of Australia (12.80 %) BHP Group Ltd (8.87 %) National Australia Bank Ltd (6.76 %) | 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 | Financials (44.89 %) Materials (16.30 %) Health Care (11.85 %) | Other (99.06 %) Communication Services (0.94 %) |
Top 3 countries | ||
Management fee | 0 % | 0.29 % |
Key Summary
LEVR | HCRD | |
|---|---|---|
Issuer | First Sentier | BetaShares |
Tracking index | Solactive Australian Investment Grade Corporate Bond Select Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0 % | 0.29 % |
Price | $1.465 | $25.53 |
Size | N/A | $89.001 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 2.50 % | 3.41 % |
Market | ASX | ASX |
First listed date | 14/05/2025 | 15/11/2022 |
Purchase fee | $6.50 | $6.50 |
Community Stats
LEVR | HCRD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 4 |
Median incremental investment | $3,056.34 | $5,036.61 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $2,663.37 | $32,678.40 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
LEVR | HCRD | |
|---|---|---|
Pros |
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Cons |
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LEVR | HCRD |
|---|---|
Lower management fee | Higher management fee |
Lower distribution yield | Higher distribution yield |