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Compare L1IF 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 L1IF and OZBD. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
L1IF | OZBD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 21 |
Median incremental investment | $30,000.00 | $2,000.00 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $32,978.82 | $8,262.45 |
Average age group | > 35 | > 35 |
Key Summary
L1IF | OZBD | |
|---|---|---|
Strategy | L1IF.AX was created on 2023-11-22 by L1 Capital. The fund's investment portfolio concentrates primarily on total market equity. The objective of the Fund is to outperform the Benchmark net of fees and expenses over rolling 5 year periods. | 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 | L1 Capital International (Unhedged) Active ETF (100 %) | AUD - AUSTRALIA DOLLAR (1.61 %) AUSTRALIAN GOVERNMENT 3.75% APR-37 (1.59 %) AUSTRALIAN GOVERNMENT 1.25% MAY-32 (1.40 %) |
Top 3 industries | Other (99.47 %) Communication Services (0.53 %) | |
Top 3 countries | ||
Management fee | 1.2 % | 0.19 % |
Key Summary
L1IF | OZBD | |
|---|---|---|
Issuer | L1 Capital | BetaShares |
Tracking index | Bloomberg Australian Enhanced Yield Composite Bond Index - Benchmark TR Gross | |
Asset class | ETF | ETF |
Management fee | 1.2 % | 0.19 % |
Price | $6.67 | $45.21 |
Size | N/A | $665.707 million |
10Y return | N/A | N/A |
Annual dividend/ distribution yield (5Y) | 0.18 % | 2.43 % |
Market | ASX | ASX |
First listed date | 21/11/2023 | 03/02/2022 |
Purchase fee | $6.50 | $6.50 |
Community Stats
L1IF | OZBD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 21 |
Median incremental investment | $30,000.00 | $2,000.00 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $32,978.82 | $8,262.45 |
Average age group | > 35 | > 35 |
Pros and Cons
L1IF | OZBD | |
|---|---|---|
Pros |
| |
Cons |
|
L1IF | OZBD |
|---|---|
Higher management fee | Lower management fee |
Lower distribution yield | Higher distribution yield |