Compare AU
Compare OZBD vs. BBOZ
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 Strong Bear (Hedge Fund) (BBOZ). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
OZBD | BBOZ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 17 | 16 |
Median incremental investment | $1,381.50 | $3,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $5,133.60 | $3,756.94 |
Average age group | > 35 | > 35 |
Key Summary
OZBD | BBOZ | |
|---|---|---|
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. | BBOZ.AX was created on 2015-04-17 by BetaShares. The fund's investment portfolio concentrates primarily on large cap equity. The Fund aims to help investors profit from, or protect against, a declining Australian share market. It seeks to generate magnified returns that are negatively correlated to the returns of the Australian share market (as measured by the S&P/ASX 200 Index) |
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 %) AUD - AUSTRALIA DOLLAR (92.11 %) BETASHARES AUSTRALIAN CASH PLUS FUND (7.89 %) |
Top 3 industries | Other (99.47 %) Communication Services (0.53 %) | Other (68.91 %) Communication Services (31.09 %) |
Top 3 countries | ||
Management fee | 0.19 % | 1.38 % |
Key Summary
OZBD | BBOZ | |
|---|---|---|
Issuer | BetaShares | BetaShares |
Tracking index | Bloomberg Australian Enhanced Yield Composite Bond Index - Benchmark TR Gross | |
Asset class | ETF | ETF |
Management fee | 0.19 % | 1.38 % |
Price | $44.64 | $25.13 |
Size | $461.830 million | $300.594 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 2.04 % | 0.53 % |
Market | ASX | ASX |
First listed date | 03/02/2022 | 20/04/2015 |
Purchase fee | $6.50 | $6.50 |
Community Stats
OZBD | BBOZ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 17 | 16 |
Median incremental investment | $1,381.50 | $3,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $5,133.60 | $3,756.94 |
Average age group | > 35 | > 35 |
Pros and Cons
OZBD | BBOZ | |
|---|---|---|
Pros |
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Cons |
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OZBD | BBOZ |
|---|---|
Lower management fee | Higher management fee |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |