Compare AU

Compare DGGF 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, Exchange-Traded Funds (ETFs) are a popular choice. Two well-known options in the Australian Securities Exchange (ASX) are the BetaShares Ethical Diversified Growth ETF (DGGF) and the BetaShares Australian Composite Bond ETF (OZBD). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

DGGF

OZBD

Popularity

Low

Low

Pearlers invested

25

17

Median incremental investment

$990.50

$1,381.50

Median investment frequency

Monthly

Monthly

Median total investment

$2,598.30

$5,099.10

Average age group

> 35

> 35


Key Summary

DGGF

OZBD

Strategy

DGGF.AX was created on 2019-12-05 by BetaShares. The fund's investment portfolio concentrates primarily on target risk asset allocation. The Fund will aim to: provide investors with a broadly diversified portfolio consistent with a growth risk-return profile, comprising investments selected according to ethical investment considerations

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

BETASHARES SUSTAINABILITY LEAD (30.71 %)

BETASHARES GLOBAL SUSTAINABILI (30.15 %)

BETASHARES AUSTRALIAN SUSTAINA (25.95 %)

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 (99.70 %)

Communication Services (0.30 %)

Other (99.47 %)

Communication Services (0.53 %)

Top 3 countries

United States (49.43 %)

Australia (33.86 %)

Japan (4.93 %)

Management fee

0.26 %

0.19 %


Key Summary

DGGF

OZBD

Issuer

BetaShares

BetaShares

Tracking index

Bloomberg Australian Enhanced Yield Composite Bond Index - Benchmark TR Gross

Asset class

ETF

ETF

Management fee

0.26 %

0.19 %

Price

$28.87

$44.34

Size

$50.992 million

$488.398 million

10Y return

N/A

N/A

Annual distribution yield (5Y)

4.05 %

2.04 %

Market

ASX

ASX

First listed date

09/12/2019

03/02/2022

Purchase fee

$6.50

$6.50


Community Stats

DGGF

OZBD

Popularity

Low

Low

Pearlers invested

25

17

Median incremental investment

$990.50

$1,381.50

Median investment frequency

Monthly

Monthly

Median total investment

$2,598.30

$5,099.10

Average age group

> 35

> 35


Pros and Cons

DGGF

OZBD

Pros

  • Higher exposure to AU market

  • Higher exposure to US market

  • Higher price growth

  • Higher distribution yield

  • Lower management fee

Cons

  • Higher management fee

  • Lower exposure to AU market

  • Lower exposure to US market

  • Lower price growth

  • Lower distribution yield

DGGF

OZBD

Higher exposure to AU market

Lower exposure to AU market

Higher exposure to US market

Lower exposure to US market

Higher management fee

Lower management fee

Higher price growth

Lower price growth

Higher distribution yield

Lower distribution yield