Compare AU
Compare MHG 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 MHG and HBRD. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
MHG | HBRD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 5 | 43 |
Median incremental investment | $1,494.46 | $921.04 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $3,750.12 | $2,292.75 |
Average age group | > 35 | > 35 |
Key Summary
MHG | HBRD | |
|---|---|---|
Strategy | MHG.AX was created on 2015-08-04 by Magellan. The fund's investment portfolio concentrates primarily on total market equity. To achieve attractive risk-adjusted investment returns over the medium to long-term, While reducing the risk of permanent capital loss. | 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 | Amazon.com Inc (6.77 %) Microsoft Corp (5.74 %) SAP SE (4.59 %) | BetaShares Active Australian Hybrids Fund (Managed Fund) (100 %) |
Top 3 industries | Information Technology (46.20 %) Communication Services (17.17 %) Consumer Staples (15.67 %) | Other (99.73 %) Financials (0.27 %) |
Top 3 countries | United States (77.86 %) Germany (4.93 %) Netherlands (4.50 %) | |
Management fee | 1.35 % | 0.55 % |
Key Summary
MHG | HBRD | |
|---|---|---|
Issuer | Magellan | BetaShares |
Tracking index | MSCI World Index - Hedged to AUD | |
Asset class | ETF | ETF |
Management fee | 1.35 % | 0.55 % |
Price | $3.96 | $10.19 |
Size | N/A | $2.342 billion |
10Y return | N/A | N/A |
Annual distribution/ dividend yield (5Y) | 4.01 % | 4.74 % |
Market | ASX | ASX |
First listed date | 10/08/2015 | 17/11/2017 |
Purchase fee | $6.50 | $6.50 |
Community Stats
MHG | HBRD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 5 | 43 |
Median incremental investment | $1,494.46 | $921.04 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $3,750.12 | $2,292.75 |
Average age group | > 35 | > 35 |
Pros and Cons
MHG | HBRD | |
|---|---|---|
Pros |
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Cons |
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MHG | HBRD |
|---|---|
Higher exposure to US market | Lower exposure to US market |
Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |