Compare AU

Compare VVLU vs. HBRD

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

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

Community Stats

VVLU

HBRD

Popularity

Low

Low

Pearlers invested

43

42

Median incremental investment

$2,020.00

$925.52

Median investment frequency

Monthly

Monthly

Median total investment

$10,659.60

$2,298.98

Average age group

> 35

> 35


Key Summary

VVLU

HBRD

Strategy

VVLU.AX was created on 2018-04-13 by Vanguard. The fund's investment portfolio concentrates primarily on total market equity. Vanguard Global Value Equity Active ETF (Managed Fund) seeks to provide long term capital appreciation through an active management approach that invests in global equity securities demonstrating value characteristics

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

Comcast Corp. Class A (0.72 %)

Verizon Communications Inc. (0.62 %)

General Motors Co. (0.59 %)

Aussie Hybrids (active managed fund) (100 %)

Top 3 industries

Financials (30.07 %)

Energy (14.49 %)

Industrials (11.98 %)

Other (99.73 %)

Financials (0.27 %)

Top 3 countries

United States (68.77 %)

Japan (6.48 %)

United Kingdom of Great Britain and Northern Ireland (4.51 %)

Management fee

0.28 %

0.55 %


Key Summary

VVLU

HBRD

Issuer

Vanguard

BetaShares

Tracking index

Asset class

ETF

ETF

Management fee

0.28 %

0.55 %

Price

$75.60

$10.15

Size

N/A

$2.337 billion

10Y return

N/A

N/A

Annual distribution/ dividend yield (5Y)

3.84 %

4.80 %

Market

ASX

ASX

First listed date

17/04/2018

17/11/2017

Purchase fee

$6.50

$6.50


Community Stats

VVLU

HBRD

Popularity

Low

Low

Pearlers invested

43

42

Median incremental investment

$2,020.00

$925.52

Median investment frequency

Monthly

Monthly

Median total investment

$10,659.60

$2,298.98

Average age group

> 35

> 35


Pros and Cons

VVLU

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

VVLU

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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