Compare AU

Compare OZBD vs. ALTB

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 iShares 15+ Year Australian Government Bond ETF (ALTB). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

OZBD

ALTB

Popularity

Low

N/A

Pearlers invested

17

0

Median incremental investment

$1,381.50

$0

Median investment frequency

Monthly

N/A

Median total investment

$5,139.35

$0

Average age group

> 35

N/A


Key Summary

OZBD

ALTB

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.

ALTB.AX was created on 2024-06-07 by iShares. The fund's investment portfolio concentrates primarily on investment grade fixed income. The Fund aims to provide investors with the performance of an index, before fees and expenses. The index is designed to measure the performance of bonds issued by the Australian Commonwealth Government and Australian Semi-Governments that have a remaining maturity of fifteen years or more.

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 %)

AUSTRALIA (COMMONWEALTH OF) RegS (21.16 %)

AUSTRALIA (COMMONWEALTH OF) RegS (19.76 %)

AUSTRALIA (COMMONWEALTH OF) RegS (19.59 %)

Top 3 industries

Other (99.47 %)

Communication Services (0.53 %)

Top 3 countries

Management fee

0.19 %

0.15 %


Key Summary

OZBD

ALTB

Issuer

BetaShares

iShares

Tracking index

Bloomberg Australian Enhanced Yield Composite Bond Index - Benchmark TR Gross

Bloomberg AusBond Government 0-15 Year Index - AUD - Benchmark TR Gross

Asset class

ETF

ETF

Management fee

0.19 %

0.15 %

Price

$44.69

$101.95

Size

$461.830 million

$38.053 million

10Y return

N/A

N/A

Annual distribution yield (5Y)

2.04 %

0.17 %

Market

ASX

ASX

First listed date

03/02/2022

12/06/2024

Purchase fee

$6.50

$6.50


Community Stats

OZBD

ALTB

Popularity

Low

N/A

Pearlers invested

17

0

Median incremental investment

$1,381.50

$0

Median investment frequency

Monthly

N/A

Median total investment

$5,139.35

$0

Average age group

> 35

N/A


Pros and Cons

OZBD

ALTB

Pros

  • Higher distribution yield

  • Lower management fee

Cons

  • Higher management fee

  • Lower distribution yield

OZBD

ALTB

Higher management fee

Lower management fee

Higher distribution yield

Lower distribution yield

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