Compare AU
Compare A200 vs. OZBD
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 Aussie 200 Large-Caps (A200) and the BetaShares Australian Composite Bond ETF (OZBD). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
A200 | OZBD | |
---|---|---|
Popularity | Medium | Low |
Pearlers invested | 4,937 | 17 |
Median incremental investment | $1,077.39 | $1,381.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,781.35 | $5,133.60 |
Average age group | 26 - 35 | > 35 |
Key Summary
A200 | OZBD | |
---|---|---|
Strategy | BetaShares Australia 200 ETF (ASX: A200) seeks to track the performance of the Solactive Australia 200 index before account fees, expenses, and taxes. The index tracks the largest 200 companies on the Australian Securities Exchange (ASX). | OZBD.AX was created on 2022-02-02 by BetaShares. The fund's investment portfolio concentrates primarily on broad credit fixed income. OZBD.AX aims to track the Bloomberg Australian Enhanced Yield Composite Bond Index, before fees and expenses. |
Top 3 holdings | COMMONWEALTH BANK OF AUSTRALIA (10.75 %) BHP GROUP LTD (8.51 %) CSL LTD (5.56 %) | AUSTRALIAN GOVERNMENT 1.0% NOV-31 (1.73 %) AUSTRALIAN GOVERNMENT 1.25% MAY-32 (1.63 %) INTL FINANCE CORP 1.5% APR-35 (1.35 %) |
Top 3 industries | Financials (33.78 %) Materials (18.08 %) Health Care (8.68 %) | Other (99.47 %) Communication Services (0.53 %) |
Top 3 countries | Australia (95.07 %) United States (3.04 %) New Zealand (1.41 %) | |
Management fee | 0.04 % | 0.19 % |
Key Summary
A200 | OZBD | |
---|---|---|
Issuer | BetaShares | BetaShares |
Tracking index | Solactive Australia 200 Index - AUD | Bloomberg Australian Enhanced Yield Composite Bond Index - Benchmark TR Gross |
Asset class | ETF | ETF |
Management fee | 0.04 % | 0.19 % |
Price | $140.05 | $44.64 |
Size | $6.258 billion | $461.830 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 5.25 % | 2.04 % |
Market | ASX | ASX |
First listed date | 08/05/2018 | 03/02/2022 |
Purchase fee | $6.50 | $6.50 |
Community Stats
A200 | OZBD | |
---|---|---|
Popularity | Medium | Low |
Pearlers invested | 4,937 | 17 |
Median incremental investment | $1,077.39 | $1,381.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,781.35 | $5,133.60 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
A200 | OZBD | |
---|---|---|
Pros |
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Cons |
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A200 | OZBD |
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Higher exposure to AU market | Lower exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |