Compare AU
Compare ZYUS vs. HCRD
Compare shares and ETFs on the ASX that you can trade on Pearler.
Overview
When it comes to investing in the Australian stock market, Exchange-Traded Funds (ETFs) are a popular choice. Two well-known options in the Australian Securities Exchange (ASX) are the Global X S&P 500 High Yield Low Volatility ETF (ZYUS) and the BetaShares Interest Rate Hedged Aus Corp Bond ETF (HCRD). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
ZYUS | HCRD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 86 | 1 |
Median incremental investment | $650.00 | $5,036.61 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,819.30 | $630.75 |
Average age group | 26 - 35 | > 35 |
Key Summary
ZYUS | HCRD | |
|---|---|---|
Strategy | ZYUS.AX was created on 2015-06-09 by ETFS. The fund's investment portfolio concentrates primarily on high dividend yield equity. The Fund aims to provide investors with a return that (before fees and expenses) tracks the performance of the S&P 500 Low Volatility High Dividend Index | HCRD.AX was created on 2022-11-14 by BetaShares. The fund's investment portfolio concentrates primarily on investment grade fixed income. The investment objective of the Fund is to provide an investment return that aims to track the performance of the Solactive Australian Investment Grade Corporate Bond Select DH Index, before taking into account fees and expenses. |
Top 3 holdings | Altria Group Inc (3.10 %) Crown Castle Inc (3.03 %) Verizon Communications Inc (3.01 %) | AUST 10Y BOND FUT MAR25 (0 %) PACIFIC NATIONAL FINANCE 3.8% SEP-31 (2.36 %) ENBW INTL FINANCE BV 6.048% OCT-34 (2.25 %) |
Top 3 industries | Real Estate (38.57 %) Materials (20.52 %) Energy (20.31 %) | Other (99.06 %) Communication Services (0.94 %) |
Top 3 countries | United States (97.74 %) United Kingdom of Great Britain and Northern Ireland (2.26 %) | |
Management fee | 0.35 % | 0.29 % |
Key Summary
ZYUS | HCRD | |
|---|---|---|
Issuer | ETFS | BetaShares |
Tracking index | S&P 500 Low Volatility High Dividend Index | Solactive Australian Investment Grade Corporate Bond Select Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.35 % | 0.29 % |
Price | $16.10 | $25.23 |
Size | $77.946 million | $42.865 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 4.79 % | 2.14 % |
Market | ASX | ASX |
First listed date | 12/06/2015 | 15/11/2022 |
Purchase fee | $6.50 | $6.50 |
Community Stats
ZYUS | HCRD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 86 | 1 |
Median incremental investment | $650.00 | $5,036.61 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,819.30 | $630.75 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
ZYUS | HCRD | |
|---|---|---|
Pros |
|
|
Cons |
|
|
ZYUS | HCRD |
|---|---|
Higher exposure to US market | Lower exposure to US market |
Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |