Compare AU
Compare OZBD vs. E200
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 SPDR S&P/ASX 200 Esg Fund (E200). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
OZBD | E200 | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 18 | 21 |
Median incremental investment | $1,522.50 | $1,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,260.48 | $1,130.04 |
Average age group | > 35 | > 35 |
Key Summary
OZBD | E200 | |
|---|---|---|
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. | E200.AX was created on 2020-07-31 by SPDR. The fund's investment portfolio concentrates primarily on large cap equity. The ETF currently has 55.27m in AUM and 106 holdings. The SPDR S&P/ASX 200 ESG Fund seeks to closely match, before fees and expenses, the returns of the S&P/ASX 200 ESG 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 %) | Commonwealth Bank of Australia (14.67 %) CSL Ltd (7.56 %) National Australia Bank Ltd (6.43 %) |
Top 3 industries | Other (99.47 %) Communication Services (0.53 %) | Financials (56.75 %) Health Care (13.72 %) Consumer Discretionary (8.63 %) |
Top 3 countries | Australia (94.38 %) United States (3.29 %) New Zealand (1.72 %) | |
Management fee | 0.19 % | 0.05 % |
Key Summary
OZBD | E200 | |
|---|---|---|
Issuer | BetaShares | SPDR |
Tracking index | Bloomberg Australian Enhanced Yield Composite Bond Index - Benchmark TR Gross | S&P/ASX 200 ESG Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.19 % | 0.05 % |
Price | $44.15 | $26.28 |
Size | $486.857 million | $53.824 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 2.04 % | 6.06 % |
Market | ASX | ASX |
First listed date | 03/02/2022 | 04/08/2020 |
Purchase fee | $6.50 | $6.50 |
Community Stats
OZBD | E200 | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 18 | 21 |
Median incremental investment | $1,522.50 | $1,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,260.48 | $1,130.04 |
Average age group | > 35 | > 35 |
Pros and Cons
OZBD | E200 | |
|---|---|---|
Pros |
| |
Cons |
|
OZBD | E200 |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Lower exposure to US market | Higher exposure to US market |
Higher management fee | Lower management fee |
Lower distribution yield | Higher distribution yield |