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Compare AEBD vs. OZR
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 Betashares Ethical Australian Composite Bond ETF (AEBD) and the State Street SPDR S&P/ASX 200 Resources ETF (OZR). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
AEBD | OZR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 42 |
Median incremental investment | $3,050.00 | $784.81 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $1,092.74 | $1,373.68 |
Average age group | 26 - 35 | > 35 |
Key Summary
AEBD | OZR | |
|---|---|---|
Strategy | AEBD.AX was created on 2024-11-04 by BetaShares. The fund's investment portfolio concentrates primarily on broad credit fixed income. The investment objective of the Fund is to provide an investment return that aims to track the performance of the Bloomberg Australian Enhanced Yield Ethically Screened Composite Bond Index, before taking into account fees and expenses. | OZR.AX was created on 2011-04-13 by SPDR. The fund's investment portfolio concentrates primarily on total market equity. The ETF currently has 263.81m in AUM and 55 holdings. The State Street SPDR S&P/ASX 200 Resources ETF seeks to closely track, before fees and expenses, the returns of the S&P/ASX 200 Resources Index. |
Top 3 holdings | BRITISH COLUMBIA PROV OF 5.2% MAY-36 (2.78 %) AIRSERVICES AUSTRALIA 5.35% NOV-37 (1.39 %) AUSTRALIAN GOVERNMENT 2.75% JUN-35 (1.27 %) | BHP Group Ltd (36.08 %) Rio Tinto Ltd (8.21 %) Woodside Energy Group Ltd (8.18 %) |
Top 3 industries | Materials (79.93 %) Energy (17.37 %) Other (2.70 %) | |
Top 3 countries | Australia (95.00 %) United States (3.33 %) United Kingdom of Great Britain and Northern Ireland (0.97 %) | |
Management fee | 0.34 % | 0.4 % |
Key Summary
AEBD | OZR | |
|---|---|---|
Issuer | BetaShares | SPDR |
Tracking index | Bloomberg Australian Enhanced Yield Composite Bond Index - Benchmark TR Gross | S&P/ASX 200 Resources Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.34 % | 0.4 % |
Price | $49.92 | $17.75 |
Size | $69.680 million | $269.345 million |
10Y return | N/A | 158.75 % |
Annual distribution yield (5Y) | 2.28 % | 7.07 % |
Market | ASX | ASX |
First listed date | 05/11/2024 | 13/04/2011 |
Purchase fee | $6.50 | $6.50 |
Community Stats
AEBD | OZR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 42 |
Median incremental investment | $3,050.00 | $784.81 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $1,092.74 | $1,373.68 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
AEBD | OZR | |
|---|---|---|
Pros |
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Cons |
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AEBD | OZR |
|---|---|
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 |