Compare AU
Compare AAA 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 Cash Deposits (AAA) 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
AAA | OZBD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 153 | 17 |
Median incremental investment | $6,184.71 | $1,381.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,007.60 | $5,099.10 |
Average age group | > 35 | > 35 |
Key Summary
AAA | OZBD | |
|---|---|---|
Strategy | AAA.AX was created on 2012-03-06 by BetaShares. The fund's investment portfolio concentrates primarily on target outcome asset allocation. The Fund aims to provide exposure to Australian cash, with attractive and regular incomedistributions that exceed the 30 day Bank Bill Swap Rate (after fees and expenses). | 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 | AUD - AUSTRALIA DOLLAR (100.00 %) | 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 | Communication Services (100.00 %) | Other (99.47 %) Communication Services (0.53 %) |
Top 3 countries | ||
Management fee | 0.18 % | 0.19 % |
Key Summary
AAA | OZBD | |
|---|---|---|
Issuer | BetaShares | BetaShares |
Tracking index | Bloomberg Australian Enhanced Yield Composite Bond Index - Benchmark TR Gross | |
Asset class | ETF | ETF |
Management fee | 0.18 % | 0.19 % |
Price | $50.19 | $44.34 |
Size | $3.555 billion | $461.830 million |
10Y return | 0.08 % | N/A |
Annual distribution yield (5Y) | 2.14 % | 2.04 % |
Market | ASX | ASX |
First listed date | 07/03/2012 | 03/02/2022 |
Purchase fee | $6.50 | $6.50 |
Community Stats
AAA | OZBD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 153 | 17 |
Median incremental investment | $6,184.71 | $1,381.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,007.60 | $5,099.10 |
Average age group | > 35 | > 35 |
Pros and Cons
AAA | OZBD | |
|---|---|---|
Pros |
| |
Cons |
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AAA | OZBD |
|---|---|
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |