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Compare WVOL 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 WVOL and HBRD. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
WVOL | HBRD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 6 | 52 |
Median incremental investment | $3,138.00 | $993.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,598.75 | $2,957.64 |
Average age group | > 35 | > 35 |
Key Summary
WVOL | HBRD | |
|---|---|---|
Strategy | WVOL.AX was created on 2016-10-11 by iShares. The fund's investment portfolio concentrates primarily on total market equity. The fund aims to provide investors with the performance of the MSCI World Minimum Volatility (AUD) Index, before fees and expenses. | 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 | EXXON MOBIL CORP (1.24 %) JOHNSON & JOHNSON (1.12 %) DUKE ENERGY CORP (1.01 %) | Betashares Australian Credit Income Active ETF (100 %) |
Top 3 industries | Information Technology (20.14 %) Health Care (13.50 %) Consumer Staples (10.71 %) | Other (99.73 %) Financials (0.27 %) |
Top 3 countries | United States (66.15 %) Japan (10.60 %) Canada (4.16 %) | |
Management fee | 0.3 % | 0.55 % |
Key Summary
WVOL | HBRD | |
|---|---|---|
Issuer | iShares | BetaShares |
Tracking index | MSCI World Minimum Volatility (AUD) Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.3 % | 0.55 % |
Price | $43.59 | $10.06 |
Size | $72.579 million | $2.494 billion |
10Y return | N/A | N/A |
Annual distribution/ dividend yield (5Y) | 2.73 % | 3.66 % |
Market | ASX | ASX |
First listed date | 14/10/2016 | 17/11/2017 |
Purchase fee | $6.50 | $6.50 |
Community Stats
WVOL | HBRD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 6 | 52 |
Median incremental investment | $3,138.00 | $993.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,598.75 | $2,957.64 |
Average age group | > 35 | > 35 |
Pros and Cons
WVOL | HBRD | |
|---|---|---|
Pros |
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Cons |
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WVOL | HBRD |
|---|---|
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 |