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Compare OZBD vs. FAIR
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 Sustainability Leaders ETF (FAIR). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
OZBD | FAIR | |
|---|---|---|
Popularity | Low | Medium |
Pearlers invested | 21 | 1,171 |
Median incremental investment | $2,000.00 | $790.86 |
Median investment frequency | Monthly | Monthly |
Median total investment | $8,793.06 | $1,620.08 |
Average age group | > 35 | 26 - 35 |
Key Summary
OZBD | FAIR | |
|---|---|---|
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. | The fund aims to track the performance of the NASDAQ FUTURE AUSTRALIAN SUSTAINABILITY LEADERS INDEX before considering fees, taxes, and other expenses. |
Top 3 holdings | AUSTRALIAN GOVERNMENT 3.75% APR-37 (1.38 %) AUSTRALIAN GOVERNMENT 4.5% APR-33 (1.30 %) AUSTRALIAN GOVERNMENT 1.0% NOV-31 (1.27 %) | SPI 200 FUTURES JUN26 (0 %) WOOLWORTHS GROUP LTD (6.43 %) TELSTRA GROUP LTD (5.51 %) |
Top 3 industries | Other (99.47 %) Communication Services (0.53 %) | Financials (17.63 %) Real Estate (17.44 %) Health Care (16.08 %) |
Top 3 countries | Australia (91.86 %) United States (5.21 %) New Zealand (2.06 %) | |
Management fee | 0.19 % | 0.49 % |
Key Summary
OZBD | FAIR | |
|---|---|---|
Issuer | BetaShares | BetaShares |
Tracking index | Bloomberg Australian Enhanced Yield Composite Bond Index - Benchmark TR Gross | Nasdaq Future Australian Sustainability Leaders Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.19 % | 0.49 % |
Price | $43.45 | $18.40 |
Size | $1.118 billion | $1.093 billion |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 2.86 % | 2.97 % |
Market | ASX | ASX |
First listed date | 03/02/2022 | 29/11/2017 |
Purchase fee | $6.50 | $6.50 |
Community Stats
OZBD | FAIR | |
|---|---|---|
Popularity | Low | Medium |
Pearlers invested | 21 | 1,171 |
Median incremental investment | $2,000.00 | $790.86 |
Median investment frequency | Monthly | Monthly |
Median total investment | $8,793.06 | $1,620.08 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
OZBD | FAIR | |
|---|---|---|
Pros |
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Cons |
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OZBD | FAIR |
|---|---|
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 |