Compare AU
Compare XALG 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 are a popular choice. Two options in the ASX are XALG and HBRD. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
XALG | HBRD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 42 |
Median incremental investment | $993.50 | $925.52 |
Median investment frequency | Daily | Monthly |
Median total investment | $1,012.61 | $2,296.71 |
Average age group | < 26 | > 35 |
Key Summary
XALG | HBRD | |
|---|---|---|
Strategy | XALG.AX was created on 2015-12-21 by Alphinity. The fund's investment portfolio concentrates primarily on total market equity. The Fund aims to outperform its benchmark after costs and over rolling three-year periods. | 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 | Alphinity Global Equity Fund - Active ETF (100 %) | Aussie Hybrids (active managed fund) (100 %) |
Top 3 industries | Other (99.73 %) Financials (0.27 %) | |
Top 3 countries | ||
Management fee | 0.75 % | 0.55 % |
Key Summary
XALG | HBRD | |
|---|---|---|
Issuer | Alphinity | BetaShares |
Tracking index | ||
Asset class | ETF | ETF |
Management fee | 0.75 % | 0.55 % |
Price | $12.30 | $10.14 |
Size | N/A | $2.340 billion |
10Y return | N/A | N/A |
Annual dividend yield (5Y) | 1.74 % | 4.80 % |
Market | ASX | ASX |
First listed date | 16/01/2023 | 17/11/2017 |
Purchase fee | $6.50 | $6.50 |
Community Stats
XALG | HBRD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 42 |
Median incremental investment | $993.50 | $925.52 |
Median investment frequency | Daily | Monthly |
Median total investment | $1,012.61 | $2,296.71 |
Average age group | < 26 | > 35 |
Pros and Cons
XALG | HBRD | |
|---|---|---|
Pros |
|
|
Cons |
|
|
XALG | HBRD |
|---|---|
Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |