Compare AU
Compare OZBD vs. BEAR
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 S&P Aussie Bear 200 (geared) (BEAR). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
OZBD | BEAR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 17 | 3 |
Median incremental investment | $1,381.50 | $1,175.25 |
Median investment frequency | Monthly | Monthly |
Median total investment | $5,099.10 | $2,270.32 |
Average age group | > 35 | 26 - 35 |
Key Summary
OZBD | BEAR | |
|---|---|---|
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. | BEAR.AX was created on 2012-07-06 by BetaShares. The fund's investment portfolio concentrates primarily on large cap equity. BEAR.AX seeks to generate returns that are negatively correlated to the returns of the Australian sharemarket. The Fund expects to generate a positive return when the S&P/ASX Accumulation 200 Index falls (and a negative return when the index rises). |
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 (47.09 %) BETASHARES AUS HIGH INTEREST ETF (29.63 %) |
Top 3 industries | Other (99.47 %) Communication Services (0.53 %) | Other (79.79 %) Communication Services (20.21 %) |
Top 3 countries | ||
Management fee | 0.19 % | 1.38 % |
Key Summary
OZBD | BEAR | |
|---|---|---|
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 | $44.34 | $7.67 |
Size | $461.830 million | $42.599 million |
10Y return | N/A | -58.90 % |
Annual distribution yield (5Y) | 2.04 % | 0.28 % |
Market | ASX | ASX |
First listed date | 03/02/2022 | 09/07/2012 |
Purchase fee | $6.50 | $6.50 |
Community Stats
OZBD | BEAR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 17 | 3 |
Median incremental investment | $1,381.50 | $1,175.25 |
Median investment frequency | Monthly | Monthly |
Median total investment | $5,099.10 | $2,270.32 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
OZBD | BEAR | |
|---|---|---|
Pros |
| |
Cons |
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OZBD | BEAR |
|---|---|
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |