Back
Compare AU
Compare FRGG 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 Franklin Global Growth Fund - Active ETF (FRGG) 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
FRGG | OZBD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 21 |
Median incremental investment | $1,501.25 | $2,000.00 |
Median investment frequency | Weekly | Monthly |
Median total investment | $1,189.88 | $8,799.12 |
Average age group | 26 - 35 | > 35 |
Key Summary
FRGG | OZBD | |
|---|---|---|
Strategy | FRGG.AX was created on 2024-04-15 by Franklin. The fund's investment portfolio concentrates primarily on total market equity. The Fund aims to outperform the MSCI World ex Australia Index NR, in Australian dollar terms after fees and expenses (but before taxes), over the medium to longer term. | 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 | Hubbell Inc (4.63 %) KLA Corp (4.18 %) Amazon.com Inc (4.15 %) | PACIFIC LIFE GLOBAL FUNDING II 5.692% APR-31 (0 %) SCENTRE GROUP TRUST 2 5.85% APR-32 (0 %) STOCKLAND TRUST MANAGEMENT LTD 6.12% OCT-33 (0 %) |
Top 3 industries | Information Technology (42.27 %) Consumer Discretionary (20.65 %) Industrials (18.87 %) | Other (99.47 %) Communication Services (0.53 %) |
Top 3 countries | United States (61.92 %) Switzerland (5.73 %) United Kingdom of Great Britain and Northern Ireland (3.56 %) | |
Management fee | 0.9 % | 0.19 % |
Key Summary
FRGG | OZBD | |
|---|---|---|
Issuer | Franklin | BetaShares |
Tracking index | MSCI World ex Australia Index - AUD - Benchmark TR Net | Bloomberg Australian Enhanced Yield Composite Bond Index - Benchmark TR Gross |
Asset class | ETF | ETF |
Management fee | 0.9 % | 0.19 % |
Price | $1.67 | $43.52 |
Size | N/A | $1.144 billion |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 13.58 % | 2.86 % |
Market | ASX | ASX |
First listed date | 14/04/2024 | 03/02/2022 |
Purchase fee | $6.50 | $6.50 |
Community Stats
FRGG | OZBD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 21 |
Median incremental investment | $1,501.25 | $2,000.00 |
Median investment frequency | Weekly | Monthly |
Median total investment | $1,189.88 | $8,799.12 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
FRGG | OZBD | |
|---|---|---|
Pros |
|
|
Cons |
|
|
FRGG | OZBD |
|---|---|
Higher exposure to US market | Lower exposure to US market |
Higher management fee | Lower management fee |
Lower distribution yield | Higher distribution yield |