Compare AU
Compare MVA 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 Aussie Large-Cap Property (MVA) 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
MVA | OZBD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 82 | 17 |
Median incremental investment | $600.00 | $1,381.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,256.66 | $5,099.10 |
Average age group | > 35 | > 35 |
Key Summary
MVA | OZBD | |
|---|---|---|
Strategy | MVA.AX was created on 2013-10-14 by VanEck. The fund's investment portfolio concentrates primarily on real estate equity. The VanEck Australian Property ETF invests in a diversified portfolio of ASX-listed securities with the aim of providing investment returns that closely track the returns of the MVIS Australia A-REITs Index. | 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 | Goodman Group (11.38 %) Scentre Group (10.37 %) Stockland Corp Ltd (10.17 %) | 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 | Real Estate (100.00 %) | Other (99.47 %) Communication Services (0.53 %) |
Top 3 countries | Australia (100.00 %) | |
Management fee | 0.35 % | 0.19 % |
Key Summary
MVA | OZBD | |
|---|---|---|
Issuer | VanEck | BetaShares |
Tracking index | MVIS Australia A-REITs Index - AUD | Bloomberg Australian Enhanced Yield Composite Bond Index - Benchmark TR Gross |
Asset class | ETF | ETF |
Management fee | 0.35 % | 0.19 % |
Price | $22.68 | $44.34 |
Size | $576.726 million | $488.398 million |
10Y return | 31.40 % | N/A |
Annual distribution yield (5Y) | 4.91 % | 2.04 % |
Market | ASX | ASX |
First listed date | 16/10/2013 | 03/02/2022 |
Purchase fee | $6.50 | $6.50 |
Community Stats
MVA | OZBD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 82 | 17 |
Median incremental investment | $600.00 | $1,381.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,256.66 | $5,099.10 |
Average age group | > 35 | > 35 |
Pros and Cons
MVA | OZBD | |
|---|---|---|
Pros |
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Cons |
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MVA | OZBD |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |