Compare AU
Compare IXI 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 S&P Global 1200 Consumer Staples (IXI) 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
IXI | OZBD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 38 | 17 |
Median incremental investment | $996.75 | $1,381.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,228.40 | $5,133.60 |
Average age group | > 35 | > 35 |
Key Summary
IXI | OZBD | |
|---|---|---|
Strategy | IXI.AX was created on 2006-09-12 by iShares. The fund's investment portfolio concentrates primarily on consumer staples equity. The fund aims to provide investors with the performance of the S&P Global 1200 Consumer Staples Sector Index, before fees and expenses. The index is designed to measure the performance of global consumer staples companies and may include large-, mid- or smallcapitalisation stocks. | 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 | ISHARES GLOBAL CONSUMER STAPLES ET (99.97 %) USD CASH (0.21 %) USD/AUD (0.00 %) | 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 (99.92 %) Communication Services (0.08 %) | Other (99.47 %) Communication Services (0.53 %) |
Top 3 countries | United States (62.00 %) United Kingdom of Great Britain and Northern Ireland (12.09 %) Japan (5.56 %) | |
Management fee | 0.4 % | 0.19 % |
Key Summary
IXI | OZBD | |
|---|---|---|
Issuer | iShares | BetaShares |
Tracking index | S&P Global 1200 / Consumer Staples -SEC | Bloomberg Australian Enhanced Yield Composite Bond Index - Benchmark TR Gross |
Asset class | ETF | ETF |
Management fee | 0.4 % | 0.19 % |
Price | $99.04 | $44.64 |
Size | $136.890 million | $461.830 million |
10Y return | 81.23 % | N/A |
Annual distribution yield (5Y) | 2.18 % | 2.04 % |
Market | ASX | ASX |
First listed date | 11/03/2009 | 03/02/2022 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IXI | OZBD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 38 | 17 |
Median incremental investment | $996.75 | $1,381.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,228.40 | $5,133.60 |
Average age group | > 35 | > 35 |
Pros and Cons
IXI | OZBD | |
|---|---|---|
Pros |
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Cons |
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IXI | OZBD |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
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 |