Compare AU

Compare OZBD vs. BEAR

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 Australian Equities Bear (Hedge Fund) (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

$5,085.30

$2,231.84

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

$44.19

$7.52

Size

$461.830 million

$42.599 million

10Y return

N/A

-58.95 %

Annual distribution yield (5Y)

1.98 %

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

$5,085.30

$2,231.84

Average age group

> 35

26 - 35


Pros and Cons

OZBD

BEAR

Pros

  • Lower management fee

  • Higher price growth

  • Higher distribution yield

Cons

  • Higher management fee

  • Lower price growth

  • Lower distribution yield

OZBD

BEAR

Lower management fee

Higher management fee

Higher price growth

Lower price growth

Higher distribution yield

Lower distribution yield

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