Compare AU
Compare OZBD vs. EIGA
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 Aussie Dividends (EIGA). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
OZBD | EIGA | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 17 | 62 |
Median incremental investment | $1,381.50 | $599.39 |
Median investment frequency | Monthly | Monthly |
Median total investment | $5,099.10 | $1,505.43 |
Average age group | > 35 | > 35 |
Key Summary
OZBD | EIGA | |
|---|---|---|
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. | EIGA.AX was created on 2018-05-07 by Perennial. The fund's investment portfolio concentrates primarily on total market equity. The objective of the Fund is to provide investors with an attractive level of tax effective income, paid via monthly distributions. The Fund aims to provide a gross yield, adjusted for applicable franking credits, above that provided by the S&P/ASX 300 Franking Credit Adjusted Daily Total Return Index (Tax-Exempt). |
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 %) | BHP Group Ltd (13.12 %) Commonwealth Bank of Australia (6.19 %) CSL Ltd (6.01 %) |
Top 3 industries | Other (99.47 %) Communication Services (0.53 %) | Materials (36.73 %) Financials (26.98 %) Health Care (10.75 %) |
Top 3 countries | Australia (97.92 %) United States (2.08 %) | |
Management fee | 0.19 % | 0.8 % |
Key Summary
OZBD | EIGA | |
|---|---|---|
Issuer | BetaShares | Perennial |
Tracking index | Bloomberg Australian Enhanced Yield Composite Bond Index - Benchmark TR Gross | S&P/ASX 300 Franking Credit Adjusted Daily Total Return Index - AUD - Benchmark TR Net |
Asset class | ETF | ETF |
Management fee | 0.19 % | 0.8 % |
Price | $44.34 | $3.89 |
Size | $488.398 million | N/A |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 2.04 % | 6.44 % |
Market | ASX | ASX |
First listed date | 03/02/2022 | 07/05/2018 |
Purchase fee | $6.50 | $6.50 |
Community Stats
OZBD | EIGA | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 17 | 62 |
Median incremental investment | $1,381.50 | $599.39 |
Median investment frequency | Monthly | Monthly |
Median total investment | $5,099.10 | $1,505.43 |
Average age group | > 35 | > 35 |
Pros and Cons
OZBD | EIGA | |
|---|---|---|
Pros |
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Cons |
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OZBD | EIGA |
|---|---|
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 price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |