Compare AU

Compare SUBD vs. HBRD

Compare shares and ETFs on the ASX that you can trade on Pearler.

Aussie Subordinated Bonds

ASX

Buy

Buy

Overview
Performance

Overview

When it comes to investing in the Australian stock market, shares and ETFs are a popular choice. Two options in the ASX are SUBD and HBRD. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

SUBD

HBRD

Popularity

Low

Low

Pearlers invested

18

42

Median incremental investment

$4,011.00

$925.52

Median investment frequency

Monthly

Monthly

Median total investment

$10,869.49

$2,296.71

Average age group

> 35

> 35


Key Summary

SUBD

HBRD

Strategy

SUBD.AX was created on 2019-10-28 by VanEck. The fund's investment portfolio concentrates primarily on investment grade fixed income. SUBD.AX invests in a portfolio of subordinated bonds with the aim of providing investment returns before fees and other costs that track the performance of the 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

Commonwealth Bank of Australia (8.90 %)

National Australia Bank Ltd. (7.15 %)

ANZ Group Holdings Ltd. (6.31 %)

Aussie Hybrids (active managed fund) (100 %)

Top 3 industries

Other (99.73 %)

Financials (0.27 %)

Top 3 countries

Management fee

0.29 %

0.55 %


Key Summary

SUBD

HBRD

Issuer

VanEck

BetaShares

Tracking index

iBoxx AUD Investment Grade Subordinated Debt Mid Price Index - AUD

Asset class

ETF

ETF

Management fee

0.29 %

0.55 %

Price

$25.21

$10.15

Size

$2.029 billion

$2.337 billion

10Y return

N/A

N/A

Annual distribution/ dividend yield (5Y)

3.58 %

4.80 %

Market

ASX

ASX

First listed date

30/10/2019

17/11/2017

Purchase fee

$6.50

$6.50


Community Stats

SUBD

HBRD

Popularity

Low

Low

Pearlers invested

18

42

Median incremental investment

$4,011.00

$925.52

Median investment frequency

Monthly

Monthly

Median total investment

$10,869.49

$2,296.71

Average age group

> 35

> 35


Pros and Cons

SUBD

HBRD

Pros

  • Lower management fee

  • Higher price growth

  • Higher distribution yield

Cons

  • Lower distribution yield

  • Higher management fee

  • Lower price growth

SUBD

HBRD

Lower management fee

Higher management fee

Higher price growth

Lower price growth

Lower distribution yield

Higher distribution yield

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