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Compare MCGG 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 Munro Concentrated Global Growth Active ETF (MCGG) 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
MCGG | OZBD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 13 | 21 |
Median incremental investment | $1,003.82 | $2,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,937.94 | $8,275.26 |
Average age group | > 35 | > 35 |
Key Summary
MCGG | OZBD | |
|---|---|---|
Strategy | MCGG.AX was created on 2022-02-03 by Munro. The fund's investment portfolio concentrates primarily on total market equity. To maximise long term capital appreciation primarily through exposure to a concentrated portfolio of growth-oriented equities issued by companies located anywhere in the world, except Australia. | OZBD.AX was created on 2022-02-02 by BetaShares. The fund's investment portfolio concentrates primarily on broad credit fixed income. The ETF currently has 669.6m in AUM and 553 holdings. OZBD.AX aims to track the Bloomberg Australian Enhanced Yield Composite Bond Index, before fees and expenses. |
Top 3 holdings | Amazon.com Inc (5.01 %) NVIDIA Corp (4.74 %) Microsoft Corp (4.26 %) | AUSTRALIAN GOVERNMENT 3.75% APR-37 (1.72 %) AUSTRALIAN GOVERNMENT 1.25% MAY-32 (1.39 %) AUSTRALIAN GOVERNMENT 3.25% JUN-39 (1.28 %) |
Top 3 industries | Information Technology (20.93 %) Communication Services (18.46 %) Other (17.41 %) | Other (99.47 %) Communication Services (0.53 %) |
Top 3 countries | ||
Management fee | 0.7 % | 0.19 % |
Key Summary
MCGG | OZBD | |
|---|---|---|
Issuer | Munro | BetaShares |
Tracking index | Bloomberg Australian Enhanced Yield Composite Bond Index - Benchmark TR Gross | |
Asset class | ETF | ETF |
Management fee | 0.7 % | 0.19 % |
Price | $16.34 | $45.22 |
Size | N/A | $674.545 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 2.70 % | 2.74 % |
Market | ASX | ASX |
First listed date | 02/02/2022 | 03/02/2022 |
Purchase fee | $6.50 | $6.50 |
Community Stats
MCGG | OZBD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 13 | 21 |
Median incremental investment | $1,003.82 | $2,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,937.94 | $8,275.26 |
Average age group | > 35 | > 35 |
Pros and Cons
MCGG | OZBD | |
|---|---|---|
Pros |
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Cons |
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MCGG | OZBD |
|---|---|
Higher management fee | Lower management fee |
Lower distribution yield | Higher distribution yield |