Compare AU

Compare OZBD vs. ATEC

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 BetaShares S&P/ASX Australian Technology ETF (ATEC). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

OZBD

ATEC

Popularity

Low

Low

Pearlers invested

18

147

Median incremental investment

$1,522.50

$890.63

Median investment frequency

Monthly

Monthly

Median total investment

$5,086.45

$1,996.60

Average age group

> 35

> 35


Key Summary

OZBD

ATEC

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.

ATEC.AX was created on 2020-03-04 by BetaShares. The fund's investment portfolio concentrates primarily on theme equity. The investment objective of the Fund is to provide an investment return that aims to track the performance of the S&P/ASX All Technology Index (the Index), before taking into account fees and expenses.

Top 3 holdings

INTL FINANCE CORP 1.5% APR-35 (1.82 %)

AUSTRALIAN GOVERNMENT 1.25% MAY-32 (1.59 %)

AUSTRALIAN GOVERNMENT 4.5% APR-33 (1.40 %)

COMPUTERSHARE LTD (10.78 %)

XERO LTD (10.16 %)

CARSALES.COM LTD (10.07 %)

Top 3 industries

Other (99.47 %)

Communication Services (0.53 %)

Information Technology (46.04 %)

Communication Services (24.45 %)

Industrials (11.06 %)

Top 3 countries

Australia (82.51 %)

New Zealand (10.88 %)

United States (6.62 %)

Management fee

0.19 %

0.48 %


Key Summary

OZBD

ATEC

Issuer

BetaShares

BetaShares

Tracking index

Bloomberg Australian Enhanced Yield Composite Bond Index - Benchmark TR Gross

S&P/ASX All Technology Index - AUD

Asset class

ETF

ETF

Management fee

0.19 %

0.48 %

Price

$44.23

$29.80

Size

$491.233 million

$309.714 million

10Y return

N/A

N/A

Annual distribution yield (5Y)

2.11 %

1.49 %

Market

ASX

ASX

First listed date

03/02/2022

05/03/2020

Purchase fee

$6.50

$6.50


Community Stats

OZBD

ATEC

Popularity

Low

Low

Pearlers invested

18

147

Median incremental investment

$1,522.50

$890.63

Median investment frequency

Monthly

Monthly

Median total investment

$5,086.45

$1,996.60

Average age group

> 35

> 35


Pros and Cons

OZBD

ATEC

Pros

  • Lower management fee

  • Higher distribution yield

  • Higher exposure to AU market

  • Higher exposure to US market

Cons

  • Lower exposure to AU market

  • Lower exposure to US market

  • Higher management fee

  • Lower distribution yield

OZBD

ATEC

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

Higher distribution yield

Lower distribution yield

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