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Compare BNDS vs. LEVR
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 BNDS and LEVR. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
BNDS | LEVR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 15 | 1 |
Median incremental investment | $943.50 | $1,119.18 |
Median investment frequency | Monthly | Quarterly |
Median total investment | $936.39 | $1,104.84 |
Average age group | > 35 | > 35 |
Key Summary
BNDS | LEVR | |
|---|---|---|
Strategy | BNDS.AX was created on 2018-11-07 by BetaShares. The fund's investment portfolio concentrates primarily on broad credit fixed income. The Fund aims to earn an after fee return in excess of the Bloomberg AusBond Composite 0+yr Index over rolling three year periods. | LEVR.AX was created on 2023-09-25 by First Sentier. The fund's investment portfolio concentrates primarily on large cap equity. To magnify long-term returns from capital growth by borrowing to invest in large Australian companies. The Fund aims to outperform the S&P/ASX 100 Accumulation Index over rolling seven-year periods before fees and taxes. |
Top 3 holdings | AUSTRALIAN GOVERNMENT 3.5% DEC-34 (2.23 %) AUSTRALIAN GOVERNMENT 2.75% MAY-41 (2.03 %) AUSTRALIAN GOVERNMENT 3.75% MAY-34 (1.55 %) | First Sentier Geared Australian Share Complex ETF (100 %) |
Top 3 industries | Other (99.56 %) Communication Services (0.44 %) | |
Top 3 countries | ||
Management fee | 0.42 % | 0 % |
Key Summary
BNDS | LEVR | |
|---|---|---|
Issuer | BetaShares | First Sentier |
Tracking index | Bloomberg AusBond Composite Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.42 % | 0 % |
Price | $24.01 | $1.62 |
Size | $831.965 million | N/A |
10Y return | N/A | N/A |
Annual distribution/ dividend yield (5Y) | 2.53 % | - % |
Market | ASX | ASX |
First listed date | 16/11/2018 | 14/05/2025 |
Purchase fee | $6.50 | $6.50 |
Community Stats
BNDS | LEVR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 15 | 1 |
Median incremental investment | $943.50 | $1,119.18 |
Median investment frequency | Monthly | Quarterly |
Median total investment | $936.39 | $1,104.84 |
Average age group | > 35 | > 35 |
Pros and Cons
BNDS | LEVR | |
|---|---|---|
Pros |
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Cons |
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BNDS | LEVR |
|---|---|
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |