Compare AU

Compare BNDS vs. WXOZ

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

BetaShares Westn Asset Aus Bond Fund (Managed Fund)

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 BetaShares Westn Asset Aus Bond Fund (Managed Fund) (BNDS) and the SPDR S&P World Ex Australia Carbon Control Fund (WXOZ). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

BNDS

WXOZ

Popularity

Low

Low

Pearlers invested

13

11

Median incremental investment

$625.59

$1,190.50

Median investment frequency

Monthly

Monthly

Median total investment

$919.23

$2,516.34

Average age group

> 35

> 35


Key Summary

BNDS

WXOZ

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.

WXOZ.AX was created on 2013-03-18 by SPDR. The fund's investment portfolio concentrates primarily on total market equity. The ETF currently has 405.4m in AUM and 763 holdings. The Investment Objective of SPDR S&P World Ex Australia Carbon Control Fund is to match the performance of its Index before fees and other costs.

Top 3 holdings

AUSTRALIAN GOVERNMENT 2.75% MAY-41 (2.45 %)

AUSTRALIAN GOVERNMENT 1.75% NOV-32 (1.70 %)

AUSTRALIAN GOVERNMENT 3.75% MAY-34 (1.54 %)

Apple Inc (5.57 %)

Microsoft Corp (4.63 %)

NVIDIA Corp (4.49 %)

Top 3 industries

Other (99.56 %)

Communication Services (0.44 %)

Information Technology (59.79 %)

Communication Services (13.62 %)

Health Care (8.94 %)

Top 3 countries

United States (66.13 %)

Japan (8.26 %)

United Kingdom of Great Britain and Northern Ireland (4.57 %)

Management fee

0.42 %

0.07 %


Key Summary

BNDS

WXOZ

Issuer

BetaShares

SPDR

Tracking index

Bloomberg AusBond Composite Index - AUD

S&P Developed ex Australia LargeMidCap AUD Index - AUD

Asset class

ETF

ETF

Management fee

0.42 %

0.07 %

Price

$23.57

$49.34

Size

$756.531 million

$418.103 million

10Y return

N/A

122.05 %

Annual distribution yield (5Y)

2.47 %

5.73 %

Market

ASX

ASX

First listed date

16/11/2018

19/03/2013

Purchase fee

$6.50

$6.50


Community Stats

BNDS

WXOZ

Popularity

Low

Low

Pearlers invested

13

11

Median incremental investment

$625.59

$1,190.50

Median investment frequency

Monthly

Monthly

Median total investment

$919.23

$2,516.34

Average age group

> 35

> 35


Pros and Cons

BNDS

WXOZ

Pros

  • Higher exposure to US market

  • Lower management fee

  • Higher price growth

  • Higher distribution yield

Cons

  • Lower exposure to US market

  • Higher management fee

  • Lower price growth

  • Lower distribution yield

BNDS

WXOZ

Lower exposure to US market

Higher exposure to US market

Higher management fee

Lower management fee

Lower price growth

Higher price growth

Lower distribution yield

Higher distribution yield

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