Compare AU
Compare MVA 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 MVA and HBRD. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
MVA | HBRD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 82 | 42 |
Median incremental investment | $600.00 | $925.52 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,293.48 | $2,296.71 |
Average age group | > 35 | > 35 |
Key Summary
MVA | HBRD | |
|---|---|---|
Strategy | MVA.AX was created on 2013-10-14 by VanEck. The fund's investment portfolio concentrates primarily on real estate equity. The VanEck Australian Property ETF invests in a diversified portfolio of ASX-listed securities with the aim of providing investment returns that closely track the returns of the MVIS Australia A-REITs Index. | 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 | Goodman Group (11.38 %) Scentre Group (10.37 %) Stockland Corp Ltd (10.17 %) | Aussie Hybrids (active managed fund) (100 %) |
Top 3 industries | Real Estate (100.00 %) | Other (99.73 %) Financials (0.27 %) |
Top 3 countries | Australia (100.00 %) | |
Management fee | 0.35 % | 0.55 % |
Key Summary
MVA | HBRD | |
|---|---|---|
Issuer | VanEck | BetaShares |
Tracking index | MVIS Australia A-REITs Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.35 % | 0.55 % |
Price | $22.71 | $10.15 |
Size | $613.352 million | $2.337 billion |
10Y return | 31.96 % | N/A |
Annual distribution/ dividend yield (5Y) | 4.91 % | 4.80 % |
Market | ASX | ASX |
First listed date | 16/10/2013 | 17/11/2017 |
Purchase fee | $6.50 | $6.50 |
Community Stats
MVA | HBRD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 82 | 42 |
Median incremental investment | $600.00 | $925.52 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,293.48 | $2,296.71 |
Average age group | > 35 | > 35 |
Pros and Cons
MVA | HBRD | |
|---|---|---|
Pros |
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Cons |
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MVA | HBRD |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
Lower management fee | Higher management fee |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |