Compare AU
Compare VSO 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 VSO and HBRD. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
VSO | HBRD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 233 | 42 |
Median incremental investment | $1,000.00 | $936.75 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,378.30 | $2,321.56 |
Average age group | > 35 | > 35 |
Key Summary
VSO | HBRD | |
|---|---|---|
Strategy | VSO.AX was created on 2011-05-23 by Vanguard. The fund's investment portfolio concentrates primarily on small cap equity. Vanguard MSCI Australian Small Companies Index ETF seeks to track the return of the MSCI Australian Shares Small Cap Index before taking into account fees, expenses and tax. | 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 2340.71m in AUM and 138 holdings. HBRD.AX aims to provide investors with attractive income returns from an actively managed, diversified portfolio of primarily hybrid securities. |
Top 3 holdings | carsales.com Ltd. (2.47 %) Atlas Arteria Ltd. (2.42 %) Allkem Ltd. (2.38 %) | BetaShares Active Australian Hybrids Fund (Managed Fund) (100 %) |
Top 3 industries | Materials (24.32 %) Industrials (14.76 %) Financials (12.31 %) | Other (99.73 %) Financials (0.27 %) |
Top 3 countries | Australia (98.99 %) China (0.62 %) United States (0.26 %) | |
Management fee | 0.3 % | 0.55 % |
Key Summary
VSO | HBRD | |
|---|---|---|
Issuer | Vanguard | BetaShares |
Tracking index | MSCI Australian Shares Small Cap Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.3 % | 0.55 % |
Price | $69.86 | $10.16 |
Size | N/A | $2.331 billion |
10Y return | 53.50 % | N/A |
Annual distribution/ dividend yield (5Y) | 5.40 % | 4.78 % |
Market | ASX | ASX |
First listed date | 26/05/2011 | 17/11/2017 |
Purchase fee | $6.50 | $6.50 |
Community Stats
VSO | HBRD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 233 | 42 |
Median incremental investment | $1,000.00 | $936.75 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,378.30 | $2,321.56 |
Average age group | > 35 | > 35 |
Pros and Cons
VSO | HBRD | |
|---|---|---|
Pros |
| |
Cons |
|
VSO | 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 |
Higher distribution yield | Lower distribution yield |