Compare AU

Compare A200 vs. OZBD

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

Aussie 200 Large-Caps

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 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

  • Higher exposure to AU market

  • Higher exposure to US market

  • Lower management fee

  • Higher price growth

  • Higher distribution yield

Cons

  • Lower exposure to AU market

  • Lower exposure to US market

  • Higher management fee

  • Lower price growth

  • Lower distribution yield

A200

OZBD

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

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