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Compare VNGS vs. HBRD

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

Vaughan Nelson Glb Equity Smid Fund - Active 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 VNGS and HBRD. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

VNGS

HBRD

Popularity

N/A

Low

Pearlers invested

0

46

Median incremental investment

$0

$979.39

Median investment frequency

N/A

Monthly

Median total investment

$0

$2,333.52

Average age group

N/A

> 35


Key Summary

VNGS

HBRD

Strategy

VNGS.AX was created on 2022-06-01 by Vaughan. The fund's investment portfolio concentrates primarily on extended market equity. The Fund aims to outperform the MSCI ACWI SMID Cap Index (after fees and expenses and before taxes) on a rolling five-year basis.

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 2327.36m in AUM and 134 holdings. HBRD.AX aims to provide investors with attractive income returns from an actively managed, diversified portfolio of primarily hybrid securities.

Top 3 holdings

Zions Bancorp NA (4.41 %)

Wise PLC Class A (3.83 %)

Brown & Brown Inc (3.36 %)

Betashares Australian Hybrids Active ETF (100 %)

Top 3 industries

Financials (39.56 %)

Other (33.62 %)

Information Technology (19.22 %)

Other (99.73 %)

Financials (0.27 %)

Top 3 countries

United States (58.61 %)

United Kingdom of Great Britain and Northern Ireland (11.67 %)

Japan (4.24 %)

Management fee

1.12 %

0.55 %


Key Summary

VNGS

HBRD

Issuer

Vaughan

BetaShares

Tracking index

MSCI ACWI SMID Cap Index

Asset class

ETF

ETF

Management fee

1.12 %

0.55 %

Price

$2.99

$10.08

Size

$27.551 million

$2.342 billion

10Y return

N/A

N/A

Annual distribution/β€Šdividend yield (5Y)

- %

4.89 %

Market

ASX

ASX

First listed date

31/05/2022

17/11/2017

Purchase fee

$6.50

$6.50


Community Stats

VNGS

HBRD

Popularity

N/A

Low

Pearlers invested

0

46

Median incremental investment

$0

$979.39

Median investment frequency

N/A

Monthly

Median total investment

$0

$2,333.52

Average age group

N/A

> 35


Pros and Cons

VNGS

HBRD

Pros

  • Higher exposure to AU market

  • Higher exposure to US market

  • Lower management fee

  • Higher price growth

  • Higher distribution yield

Cons

  • Higher management fee

  • Lower price growth

  • Lower distribution yield

  • Lower exposure to AU market

  • Lower exposure to US market

VNGS

HBRD

Higher exposure to AU market

Lower exposure to AU market

Higher exposure to US market

Lower exposure to US market

Higher management fee

Lower management fee

Lower price growth

Higher price growth

Lower distribution yield

Higher distribution yield