Compare AU

Compare OZBD vs. A200

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

BetaShares Australian Composite Bond ETF

ASX

Buy

Buy

Overview
Performance

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 BetaShares Australian Composite Bond ETF (OZBD) and the Aussie 200 Large-Caps (A200). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

OZBD

A200

Popularity

Low

Medium

Pearlers invested

17

4,953

Median incremental investment

$1,381.50

$1,078.59

Median investment frequency

Monthly

Monthly

Median total investment

$5,060.00

$3,652.29

Average age group

> 35

26 - 35


Key Summary

OZBD

A200

Strategy

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.

BetaShares Australia 200 ETF (ASX: A200) seeks to track the performance of the Solactive Australia 200 index before account fees, expenses, and taxes. The index tracks the largest 200 companies on the Australian Securities Exchange (ASX).

Top 3 holdings

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 %)

COMMONWEALTH BANK OF AUSTRALIA (10.63 %)

BHP GROUP LTD (7.98 %)

CSL LTD (5.68 %)

Top 3 industries

Other (99.47 %)

Communication Services (0.53 %)

Financials (33.91 %)

Materials (17.89 %)

Health Care (8.74 %)

Top 3 countries

Australia (95.07 %)

United States (3.04 %)

New Zealand (1.41 %)

Management fee

0.19 %

0.04 %


Key Summary

OZBD

A200

Issuer

BetaShares

BetaShares

Tracking index

Bloomberg Australian Enhanced Yield Composite Bond Index - Benchmark TR Gross

Solactive Australia 200 Index - AUD

Asset class

ETF

ETF

Management fee

0.19 %

0.04 %

Price

$44.24

$137.57

Size

$486.857 million

$6.279 billion

10Y return

N/A

N/A

Annual distribution yield (5Y)

2.04 %

5.25 %

Market

ASX

ASX

First listed date

03/02/2022

08/05/2018

Purchase fee

$6.50

$6.50


Community Stats

OZBD

A200

Popularity

Low

Medium

Pearlers invested

17

4,953

Median incremental investment

$1,381.50

$1,078.59

Median investment frequency

Monthly

Monthly

Median total investment

$5,060.00

$3,652.29

Average age group

> 35

26 - 35


Pros and Cons

OZBD

A200

Pros

  • Higher exposure to AU market

  • Higher exposure to US market

  • Lower management fee

  • Higher price growth

  • Higher distribution yield

Cons

  • Lower exposure to AU market

  • Lower exposure to US market

  • Higher management fee

  • Lower price growth

  • Lower distribution yield

OZBD

A200

Lower exposure to AU market

Higher exposure to AU market

Lower exposure to US market

Higher exposure to US market

Higher management fee

Lower management fee

Lower price growth

Higher price growth

Lower distribution yield

Higher distribution yield

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