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Compare GMVW 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 VanEck Geared Australian Equal Weight Complex ETF (GMVW) 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
GMVW | OZBD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 13 | 21 |
Median incremental investment | $1,045.25 | $2,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,535.20 | $8,791.04 |
Average age group | > 35 | > 35 |
Key Summary
GMVW | OZBD | |
|---|---|---|
Strategy | GMVW.AX was created on 2024-02-27 by VanEck. The fund's investment portfolio concentrates primarily on large cap equity. The ETF currently has 40.51m in AUM and 76 holdings. The Fund has a target gearing ratio of 45% to 60%. The gearing ratio may change due to factors such as market movements, applications, redemptions, borrowing costs, expected dividends or changes to the amount borrowed and any restrictions in borrowing agreements. | 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 | VanEck Australian Equal Wt ETF (221.88 %) | 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 | Other (99.47 %) Communication Services (0.53 %) | |
Top 3 countries | Australia (100.00 %) | |
Management fee | 0.35 % | 0.19 % |
Key Summary
GMVW | OZBD | |
|---|---|---|
Issuer | VanEck | BetaShares |
Tracking index | Bloomberg Australian Enhanced Yield Composite Bond Index - Benchmark TR Gross | |
Asset class | ETF | ETF |
Management fee | 0.35 % | 0.19 % |
Price | $39.28 | $43.52 |
Size | $40.546 million | $1.146 billion |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 4.96 % | 2.86 % |
Market | ASX | ASX |
First listed date | 28/02/2024 | 03/02/2022 |
Purchase fee | $6.50 | $6.50 |
Community Stats
GMVW | OZBD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 13 | 21 |
Median incremental investment | $1,045.25 | $2,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,535.20 | $8,791.04 |
Average age group | > 35 | > 35 |
Pros and Cons
GMVW | OZBD | |
|---|---|---|
Pros |
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Cons |
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GMVW | OZBD |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
Higher management fee | Lower management fee |
Higher distribution yield | Lower distribution yield |