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Compare BOND vs. OPPT
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 State Street SPDR S&P/ASX Iboxx Australian Bond ETF (BOND) and the Magellan Global Opportunities Fund - Active ETF (OPPT). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
BOND | OPPT | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 10 | 6 |
Median incremental investment | $516.50 | $0 |
Median investment frequency | Monthly | N/A |
Median total investment | $633.75 | $4,587.98 |
Average age group | > 35 | > 35 |
Key Summary
BOND | OPPT | |
|---|---|---|
Strategy | BOND.AX was created on 2012-07-26 by SPDR. The fund's investment portfolio concentrates primarily on investment grade fixed income. The ETF currently has 40.62m in AUM and 226 holdings. The State Street SPDR S&P/ASX iBoxx Australian Bond ETF seeks to closely track, before fees and expenses, the returns of the S&P/ASX iBoxx Australian Fixed Interest Diversified 0+ Index. | OPPT.AX was created on 2019-10-11 by Magellan. The fund's investment portfolio concentrates primarily on total market equity. To outperform the MSCI World Net Total Return Index (AUD) net of fees over periods of three years or longer. |
Top 3 holdings | Australia (Commonwealth of) 4.25% (1.63 %) Australia (Commonwealth of) 3.75% (1.48 %) | Microsoft Corp (8.00 %) Amazon.com Inc (7.38 %) Mastercard Inc Class A (5.98 %) |
Top 3 industries | ||
Top 3 countries | ||
Management fee | 0.1 % | 0 % |
Key Summary
BOND | OPPT | |
|---|---|---|
Issuer | SPDR | Magellan |
Tracking index | S&P/ASX iBoxx Australian Fixed Interest Diversified 0+ Index - AUD - Benchmark TR Gross | MSCI World Index |
Asset class | ETF | ETF |
Management fee | 0.1 % | 0 % |
Price | $25.23 | $1.565 |
Size | $40.470 million | N/A |
10Y return | -2.85 % | N/A |
Annual distribution yield (5Y) | 1.46 % | 6.83 % |
Market | ASX | ASX |
First listed date | 27/07/2012 | 30/08/2021 |
Purchase fee | $6.50 | $6.50 |
Community Stats
BOND | OPPT | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 10 | 6 |
Median incremental investment | $516.50 | $0 |
Median investment frequency | Monthly | N/A |
Median total investment | $633.75 | $4,587.98 |
Average age group | > 35 | > 35 |
Pros and Cons
BOND | OPPT | |
|---|---|---|
Pros |
| |
Cons |
|
BOND | OPPT |
|---|---|
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |