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Compare LEND vs. OZBD

Compare shares and ETFs on the ASX that you can trade on Pearler.

VanEck Glbl Listed Private Credit (Aud Hedged) ETF

ASX

Buy

Buy

Overview
Performance

Overview

When it comes to investing in the Australian stock market, shares and ETFs are a popular choice. Two options in the ASX are LEND and OZBD. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

LEND

OZBD

Popularity

Low

Low

Pearlers invested

23

17

Median incremental investment

$1,419.29

$1,381.50

Median investment frequency

Fortnightly

Monthly

Median total investment

$5,476.29

$5,133.60

Average age group

> 35

> 35


Key Summary

LEND

OZBD

Strategy

LEND.AX was created on 2024-01-31 by VanEck. The fund's investment portfolio concentrates primarily on broad credit fixed income. The Fund aims to provide investment returns before fees and other costs which track the performance of its Reference Index in Australian dollars. The Fund does not necessarily aim to perfectly replicate the Reference Index on a one-to-one 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

VanEck Glbl Listed Private Credit (Aud Hedged) ETF (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

0.65 %

0.19 %


Key Summary

LEND

OZBD

Issuer

VanEck

BetaShares

Tracking index

Bloomberg Australian Enhanced Yield Composite Bond Index - Benchmark TR Gross

Asset class

ETF

ETF

Management fee

0.65 %

0.19 %

Price

$19.77

$44.64

Size

$75.226 million

$461.830 million

10Y return

N/A

N/A

Annual dividend/ distribution yield (5Y)

1.61 %

2.04 %

Market

ASX

ASX

First listed date

01/02/2024

03/02/2022

Purchase fee

$6.50

$6.50


Community Stats

LEND

OZBD

Popularity

Low

Low

Pearlers invested

23

17

Median incremental investment

$1,419.29

$1,381.50

Median investment frequency

Fortnightly

Monthly

Median total investment

$5,476.29

$5,133.60

Average age group

> 35

> 35


Pros and Cons

LEND

OZBD

Pros

  • Lower management fee

  • Higher distribution yield

Cons

  • Higher management fee

  • Lower distribution yield

LEND

OZBD

Higher management fee

Lower management fee

Lower distribution yield

Higher distribution yield

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