Compare AU
Compare IMLC 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 IMLC and OZBD. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
IMLC | OZBD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 17 |
Median incremental investment | $997.50 | $1,381.50 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $2,086.56 | $5,133.60 |
Average age group | < 26 | > 35 |
Key Summary
IMLC | OZBD | |
|---|---|---|
Strategy | IMLC.AX was created on 2023-08-01 by IML. The fund's investment portfolio concentrates primarily on total market equity. The Fund aims to outperform the S&P/ASX 300 Accumulation Index (after fees and expenses and before taxes) on a rolling four-year basis. | 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 | IML Conc Aus Shares Fund (Quoted 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 | ||
Management fee | 0.993 % | 0.19 % |
Key Summary
IMLC | OZBD | |
|---|---|---|
Issuer | IML | BetaShares |
Tracking index | Bloomberg Australian Enhanced Yield Composite Bond Index - Benchmark TR Gross | |
Asset class | ETF | ETF |
Management fee | 0.993 % | 0.19 % |
Price | $4.16 | $44.43 |
Size | N/A | $461.830 million |
10Y return | N/A | N/A |
Annual dividend/ distribution yield (5Y) | 0.52 % | 2.04 % |
Market | ASX | ASX |
First listed date | 31/07/2023 | 03/02/2022 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IMLC | OZBD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 17 |
Median incremental investment | $997.50 | $1,381.50 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $2,086.56 | $5,133.60 |
Average age group | < 26 | > 35 |
Pros and Cons
IMLC | OZBD | |
|---|---|---|
Pros |
| |
Cons |
|
IMLC | OZBD |
|---|---|
Higher management fee | Lower management fee |
Lower distribution yield | Higher distribution yield |