Compare AU
Compare OZBD vs. AQLT
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 BetaShares Australian Composite Bond ETF (OZBD) and the BetaShares Australian Quality ETF (AQLT). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
OZBD | AQLT | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 17 | 37 |
Median incremental investment | $1,381.50 | $3,993.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $5,139.35 | $5,290.42 |
Average age group | > 35 | > 35 |
Key Summary
OZBD | AQLT | |
|---|---|---|
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. | AQLT.AX was created on 2022-04-04 by BetaShares. The fund's investment portfolio concentrates primarily on total market equity. The ETF currently has 271.68m in AUM and 38 holdings. AQLT.AX aims to track an index (before fees and expenses) that comprises 40 high quality companies, selected based on three quality metrics high return on equity, low leverage and relative earnings stability. |
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 %) | SPI 200 FUTURES SEP24 (0 %) TELSTRA GROUP LTD (6.82 %) COMMONWEALTH BANK OF AUSTRALIA (6.09 %) |
Top 3 industries | Other (99.47 %) Communication Services (0.53 %) | Financials (37.43 %) Materials (13.28 %) Consumer Discretionary (10.82 %) |
Top 3 countries | Australia (95.56 %) United States (3.31 %) China (1.13 %) | |
Management fee | 0.19 % | 0.35 % |
Key Summary
OZBD | AQLT | |
|---|---|---|
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 % | 0.35 % |
Price | $44.69 | $31.82 |
Size | $461.830 million | $298.519 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 2.04 % | 2.12 % |
Market | ASX | ASX |
First listed date | 03/02/2022 | 05/04/2022 |
Purchase fee | $6.50 | $6.50 |
Community Stats
OZBD | AQLT | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 17 | 37 |
Median incremental investment | $1,381.50 | $3,993.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $5,139.35 | $5,290.42 |
Average age group | > 35 | > 35 |
Pros and Cons
OZBD | AQLT | |
|---|---|---|
Pros |
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Cons |
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OZBD | AQLT |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Lower exposure to US market | Higher exposure to US market |
Lower management fee | Higher management fee |
Lower distribution yield | Higher distribution yield |