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Compare AU
Compare USD 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 USD and HBRD. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
USD | HBRD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 5 | 55 |
Median incremental investment | $1,917.72 | $1,038.65 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $1,463.14 | $2,812.32 |
Average age group | > 35 | > 35 |
Key Summary
USD | HBRD | |
|---|---|---|
Strategy | USD.AX was created on 2011-01-31 by BetaShares. The fund's investment portfolio concentrates primarily on long usd, short aud currency. USD.AX aims to track the performance of the U.S. dollar against the Australian dollar (before fees and expenses). If the U.S. dollar goes up 10% against the A$ the Fund is designed to go up 10% too, before fees and expenses. Conversely, the Fund will go down if the U.S. dollar falls. | 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 2405.08m in AUM and 133 holdings. HBRD.AX aims to provide investors with attractive income returns from an actively managed, diversified portfolio of primarily hybrid securities. |
Top 3 holdings | AUD - AUSTRALIA DOLLAR (0.00 %) | Betashares Australian Hybrids Active ETF (100 %) |
Top 3 industries | Other (99.98 %) Communication Services (0.00 %) | Other (99.73 %) Financials (0.27 %) |
Top 3 countries | ||
Management fee | 0.45 % | 0.55 % |
Key Summary
USD | HBRD | |
|---|---|---|
Issuer | BetaShares | BetaShares |
Tracking index | ||
Asset class | ETF | ETF |
Management fee | 0.45 % | 0.55 % |
Price | $14.93 | $10.08 |
Size | $74.101 million | $2.420 billion |
10Y return | 14.14 % | N/A |
Annual distribution/ dividend yield (5Y) | 2.25 % | 3.31 % |
Market | ASX | ASX |
First listed date | 01/02/2011 | 17/11/2017 |
Purchase fee | $6.50 | $6.50 |
Community Stats
USD | HBRD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 5 | 55 |
Median incremental investment | $1,917.72 | $1,038.65 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $1,463.14 | $2,812.32 |
Average age group | > 35 | > 35 |
Pros and Cons
USD | HBRD | |
|---|---|---|
Pros |
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Cons |
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USD | HBRD |
|---|---|
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |