Compare AU
Compare HGBL 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 Global Shares ETF - Currency Hedged (HGBL) 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
HGBL | OZBD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 59 | 17 |
Median incremental investment | $3,998.73 | $1,381.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $16,465.12 | $5,099.10 |
Average age group | 26 - 35 | > 35 |
Key Summary
HGBL | OZBD | |
|---|---|---|
Strategy | HGBL.AX was created on 2023-05-16 by BetaShares. The fund's investment portfolio concentrates primarily on total market equity. The investment objective of each Fund is to provide an investment return, before fees and expenses, that aims to track the performance of the relevant Index. | 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 Global Shares ETF (100.00 %) | 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 (29.91 %) Information Technology (23.98 %) Health Care (8.49 %) | Other (99.47 %) Communication Services (0.53 %) |
Top 3 countries | United States (71.69 %) Japan (6.93 %) United Kingdom of Great Britain and Northern Ireland (3.99 %) | |
Management fee | 0.11 % | 0.19 % |
Key Summary
HGBL | OZBD | |
|---|---|---|
Issuer | BetaShares | BetaShares |
Tracking index | Solactive GBS Developed Markets ex Australia Large & Mid Cap Index - AUD - Benchmark TR Net | Bloomberg Australian Enhanced Yield Composite Bond Index - Benchmark TR Gross |
Asset class | ETF | ETF |
Management fee | 0.11 % | 0.19 % |
Price | $68.32 | $44.34 |
Size | $1.101 billion | $488.398 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 0.43 % | 2.04 % |
Market | ASX | ASX |
First listed date | 17/05/2023 | 03/02/2022 |
Purchase fee | $6.50 | $6.50 |
Community Stats
HGBL | OZBD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 59 | 17 |
Median incremental investment | $3,998.73 | $1,381.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $16,465.12 | $5,099.10 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
HGBL | OZBD | |
|---|---|---|
Pros |
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Cons |
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HGBL | OZBD |
|---|---|
Higher exposure to US market | Lower exposure to US market |
Lower management fee | Higher management fee |
Lower distribution yield | Higher distribution yield |