At a glance
Side-by-side comparison
| Metric |
BHYB
BetaShares Australian Major Bank Hybrids Index ETF
|
HBRD
BetaShares Australian Hybrids Active ETF
|
|---|---|---|
| Snapshot | ||
| Provider |
BetaShares
|
BetaShares
|
| Tracks index |
Solactive Australian Banking Preferred Shares Index
|
Solactive Australian Hybrid Securities Index
|
| Categories |
Bonds, AU
|
Bonds, AU, Active
|
| Listed since |
—
|
—
|
| Fund size (AUM) |
$663m
|
$2.5bn
|
| Cost & income | ||
| Management fee |
0.35%
|
0.55%
|
| Dividend yield |
4.85%
|
—
|
| Franking |
70%
|
65%
|
| Turnover |
15%
|
25%
|
| Tax drag | 0.92% | 0.6% |
| Returns |
Tax bracket
|
|
| 1-year return |
4.7%
net
|
—
|
| 3-year return |
5.1%
net
|
—
|
| 5-year return |
4%
net
|
—
|
| 10-year return |
—
|
—
|
| Risk | ||
| Volatility (3y) |
2.1%
|
—
|
| Volatility (5y) |
2.9%
|
—
|
| Volatility (10y) |
—
|
—
|
| Sharpe ratio (3y) |
0.42
|
—
|
| Sharpe ratio (5y) |
0.26
|
—
|
| Sharpe ratio (10y) |
—
|
—
|
| Bid/ask spread |
—
|
—
|
marks the strongest fund in each row. “net” shows the after-tax return at your selected bracket. “—” means we don’t have that data point yet.
Each fund at a glance
- Low-cost: a 0.35% management fee keeps more of the return in your pocket.
- Pays a useful 4.85% income yield.
- Has lagged most peers over 3 years (177th of 226).
- Pricier than similar ETFs, which average around 0.45%.
Frequently Asked Questions
BHYB and HBRD are 2 Australian-listed ETFs we compare side by side. BHYB carries the lower management fee (0.35%). The table above breaks down fees, returns, income and risk for each.
BHYB has the lower management fee at 0.35% a year, versus HBRD 0.55%.
BHYB pays the higher at 4.85%. Remember distributions are taxed each year at your marginal rate.
HBRD is the larger fund by assets ($2.5bn). Larger funds are typically more liquid and trade on tighter spreads.
Related comparisons
General information only, generated from each fund's published data — not personal financial advice. Past performance is not a reliable indicator of future returns. Consider your own circumstances or seek licensed advice before investing.