Compare AU
Compare AGX1 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, shares and ETFs are a popular choice. Two options in the ASX are AGX1 and OZBD. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
AGX1 | OZBD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 3 | 17 |
Median incremental investment | $90.50 | $1,381.50 |
Median investment frequency | Daily | Monthly |
Median total investment | $3,568.70 | $5,133.60 |
Average age group | 26 - 35 | > 35 |
Key Summary
AGX1 | OZBD | |
|---|---|---|
Strategy | AGX1.AX was created on 2018-11-05 by Antipodes. The fund's investment portfolio concentrates primarily on total market equity. The Fund aims to outperform the Benchmark over the investment cycle (typically 3-5 years). | 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 | Antipodes Global Shares (Quoted Managed Fund) (100 %) | 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 | Other (99.47 %) Communication Services (0.53 %) | |
Top 3 countries | ||
Management fee | 1.1 % | 0.19 % |
Key Summary
AGX1 | OZBD | |
|---|---|---|
Issuer | Antipodes | BetaShares |
Tracking index | Bloomberg Australian Enhanced Yield Composite Bond Index - Benchmark TR Gross | |
Asset class | ETF | ETF |
Management fee | 1.1 % | 0.19 % |
Price | $6.35 | $44.64 |
Size | N/A | $461.830 million |
10Y return | N/A | N/A |
Annual dividend/ distribution yield (5Y) | 8.81 % | 2.04 % |
Market | ASX | ASX |
First listed date | 07/11/2018 | 03/02/2022 |
Purchase fee | $6.50 | $6.50 |
Community Stats
AGX1 | OZBD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 3 | 17 |
Median incremental investment | $90.50 | $1,381.50 |
Median investment frequency | Daily | Monthly |
Median total investment | $3,568.70 | $5,133.60 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
AGX1 | OZBD | |
|---|---|---|
Pros |
|
|
Cons |
|
|
AGX1 | OZBD |
|---|---|
Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |