Compare AU
Compare EINC 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 EINC and OZBD. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
EINC | OZBD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 17 |
Median incremental investment | $765.45 | $1,381.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $11,109.41 | $5,099.10 |
Average age group | 26 - 35 | > 35 |
Key Summary
EINC | OZBD | |
|---|---|---|
Strategy | EINC.AX was created on 2018-02-13 by BetaShares. The fund's investment portfolio concentrates primarily on total market equity. The Fund aims to provide an after-tax income yield above the S&P/ASX 200 Index and to grow this income above the rate of inflation | 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 Mrtn Currie Eqy Inc Fund (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 | Australia (97.66 %) New Zealand (2.34 %) | |
Management fee | 0.85 % | 0.19 % |
Key Summary
EINC | OZBD | |
|---|---|---|
Issuer | BetaShares | BetaShares |
Tracking index | Bloomberg Australian Enhanced Yield Composite Bond Index - Benchmark TR Gross | |
Asset class | ETF | ETF |
Management fee | 0.85 % | 0.19 % |
Price | $8.81 | $44.34 |
Size | $22.474 million | $488.398 million |
10Y return | N/A | N/A |
Annual dividend/ distribution yield (5Y) | 5.87 % | 2.04 % |
Market | ASX | ASX |
First listed date | 19/02/2018 | 03/02/2022 |
Purchase fee | $6.50 | $6.50 |
Community Stats
EINC | OZBD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 17 |
Median incremental investment | $765.45 | $1,381.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $11,109.41 | $5,099.10 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
EINC | OZBD | |
|---|---|---|
Pros |
|
|
Cons |
|
|
EINC | OZBD |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |