Compare AU
Compare ESGI 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 MSCI Global Sustainable (ESGI) 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
ESGI | OZBD | |
|---|---|---|
Popularity | Medium | Low |
Pearlers invested | 1,227 | 17 |
Median incremental investment | $743.50 | $1,381.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,895.16 | $5,099.10 |
Average age group | 26 - 35 | > 35 |
Key Summary
ESGI | OZBD | |
|---|---|---|
Strategy | The fund exists to track the performance of the MSCI World ex-Australia ex-Fossil Fuel Select SRI and Low Carbon Capped Index before considering any fees, expenses, and taxes. | 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 | ASML Holding NV (5.33 %) Novo Nordisk AS Class B (5.08 %) NVIDIA Corp (4.65 %) | 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 | Information Technology (55.44 %) Health Care (20.43 %) Other (15.14 %) | Other (99.47 %) Communication Services (0.53 %) |
Top 3 countries | United States (45.82 %) Japan (9.48 %) Netherlands (6.76 %) | |
Management fee | 0.55 % | 0.19 % |
Key Summary
ESGI | OZBD | |
|---|---|---|
Issuer | VanEck | BetaShares |
Tracking index | MSCI World ex Australia ex Fossil Fuel Select SRI and Low Carbon Capped Index - AUD | Bloomberg Australian Enhanced Yield Composite Bond Index - Benchmark TR Gross |
Asset class | ETF | ETF |
Management fee | 0.55 % | 0.19 % |
Price | $37.16 | $44.34 |
Size | $213.501 million | $488.398 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 3.26 % | 2.04 % |
Market | ASX | ASX |
First listed date | 08/03/2018 | 03/02/2022 |
Purchase fee | $6.50 | $6.50 |
Community Stats
ESGI | OZBD | |
|---|---|---|
Popularity | Medium | Low |
Pearlers invested | 1,227 | 17 |
Median incremental investment | $743.50 | $1,381.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,895.16 | $5,099.10 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
ESGI | OZBD | |
|---|---|---|
Pros |
|
|
Cons |
|
|
ESGI | OZBD |
|---|---|
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 |