Compare AU

Compare VESG vs. HBRD

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

Vanguard Ethically Conscious International Shares Index ETF

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 VESG and HBRD. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

VESG

HBRD

Popularity

Medium

Low

Pearlers invested

2,232

42

Median incremental investment

$990.50

$936.75

Median investment frequency

Monthly

Monthly

Median total investment

$2,698.80

$2,323.85

Average age group

26 - 35

> 35


Key Summary

VESG

HBRD

Strategy

VESG seeks to track the performance of the FTSE Developed ex-Australia Choice Index (with dividends reinvested) before considering any additional fees, expenses, and taxes.

HBRD.AX was created on 2017-11-13 by BetaShares. The fund's investment portfolio concentrates primarily on broad credit fixed income. The ETF currently has 2338.79m in AUM and 108 holdings. HBRD.AX aims to provide investors with attractive income returns from an actively managed, diversified portfolio of primarily hybrid securities.

Top 3 holdings

Apple Inc. (5.54 %)

Microsoft Corp. (4.67 %)

Amazon.com Inc. (2.10 %)

BetaShares Active Australian Hybrids Fund (Managed Fund) (100 %)

Top 3 industries

Information Technology (26.14 %)

Health Care (16.64 %)

Financials (15.14 %)

Other (99.73 %)

Financials (0.27 %)

Top 3 countries

United States (73.33 %)

Japan (6.63 %)

Switzerland (2.90 %)

Management fee

0.18 %

0.55 %


Key Summary

VESG

HBRD

Issuer

Vanguard

BetaShares

Tracking index

FTSE Developed ex Australia Choice Index - AUD

Asset class

ETF

ETF

Management fee

0.18 %

0.55 %

Price

$103.66

$10.16

Size

N/A

$2.333 billion

10Y return

N/A

N/A

Annual distribution/ dividend yield (5Y)

1.66 %

4.78 %

Market

ASX

ASX

First listed date

13/09/2018

17/11/2017

Purchase fee

$6.50

$6.50


Community Stats

VESG

HBRD

Popularity

Medium

Low

Pearlers invested

2,232

42

Median incremental investment

$990.50

$936.75

Median investment frequency

Monthly

Monthly

Median total investment

$2,698.80

$2,323.85

Average age group

26 - 35

> 35


Pros and Cons

VESG

HBRD

Pros

  • Higher exposure to AU market

  • Higher exposure to US market

  • Lower management fee

  • Higher price growth

  • Higher distribution yield

Cons

  • Lower distribution yield

  • Lower exposure to AU market

  • Lower exposure to US market

  • Higher management fee

  • Lower price growth

VESG

HBRD

Higher exposure to AU market

Lower exposure to AU market

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

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