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Compare AU

Compare 29BB vs. WRLD

Compare shares and ETFs on the ASX that you can trade on Pearler.

Betashares 2029 Fixed Term Corp Bond Active ETF

ASX

Buy

Buy

Overview
Performance

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 Betashares 2029 Fixed Term Corp Bond Active ETF (29BB) and the Betashares Managed Risk Global Shares Complex ETF (WRLD). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

29BB

WRLD

Popularity

Low

Low

Pearlers invested

1

7

Median incremental investment

$10,000.00

$558.50

Median investment frequency

Daily

Monthly

Median total investment

$9,991.08

$3,116.38

Average age group

> 35

> 35

Key Summary

29BB

WRLD

Strategy

29BB.AX was created on 2025-04-30 by BetaShares. The fund's investment portfolio concentrates primarily on broad credit fixed income. The Fund aims to provide investors with access to a diversified portfolio of fixed-rate, investment grade, Australian dollar denominated corporate bonds with maturity dates occurring between May 2028 and May 2029, inclusive

WRLD.AX was created on 2015-12-16 by BetaShares. The fund's investment portfolio concentrates primarily on total market equity. The fund aims to provide exposure to a broadly diversified portfolio of global shares, whilereducing the volatility of the equity investment returns and defending against losses in decliningmarkets.

Top 3 holdings

BANCO SANTANDER SA 5.796% JAN-29 (3.85 %)

NSW ELECTRICITY NETWORKS 2.732% APR-29 (3.51 %)

OPTUS FINANCE PTY LTD 2.6% NOV-28 (2.99 %)

MSCI WORLD INDEX MAR26 (0 %)

NVIDIA CORP (5.34 %)

APPLE INC (4.44 %)

Top 3 industries

Other (29.74 %)

Information Technology (25.04 %)

Financials (8.88 %)

Top 3 countries

United States (72.60 %)

Japan (6.38 %)

United Kingdom of Great Britain and Northern Ireland (3.60 %)

Management fee

0 %

0.54 %

Key Summary

29BB

WRLD

Issuer

BetaShares

BetaShares

Tracking index

Asset class

ETF

ETF

Management fee

0 %

0.54 %

Price

$24.88

$22.42

Size

N/A

$47.246 million

10Y return

N/A

128.78 %

Annual distribution yield (5Y)

1.54 %

1.68 %

Market

ASX

ASX

First listed date

01/05/2025

21/12/2015

Purchase fee

$6.50

$6.50

Community Stats

29BB

WRLD

Popularity

Low

Low

Pearlers invested

1

7

Median incremental investment

$10,000.00

$558.50

Median investment frequency

Daily

Monthly

Median total investment

$9,991.08

$3,116.38

Average age group

> 35

> 35

Pros and Cons

29BB

WRLD

Pros

  • Lower management fee

  • Higher exposure to AU market

  • Higher exposure to US market

  • Higher price growth

  • Higher distribution yield

Cons

  • Lower exposure to AU market

  • Lower exposure to US market

  • Lower price growth

  • Lower distribution yield

  • Higher management fee

29BB

WRLD

Lower exposure to AU market

Higher exposure to AU market

Lower exposure to US market

Higher exposure to US market

Lower management fee

Higher management fee

Lower price growth

Higher price growth

Lower distribution yield

Higher distribution yield