Compare AU

Compare OZBD vs. FLOT

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, shares and ETFs are a popular choice. Two options in the ASX are OZBD and FLOT. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

OZBD

FLOT

Popularity

Low

Low

Pearlers invested

17

5

Median incremental investment

$1,381.50

$2,169.28

Median investment frequency

Monthly

Weekly

Median total investment

$5,114.05

$12,509.84

Average age group

> 35

> 35


Key Summary

OZBD

FLOT

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.

FLOT.AX was created on 2017-07-05 by VanEck. The fund's investment portfolio concentrates primarily on investment grade fixed income. The VanEck Australian Floating Rate ETF invests in a diversified portfolio of Australian dollar denominated floating rate bonds with the aim of providing investment returns (before management costs) that closely track the returns of the Bloomberg AusBond Credit FRN 0+ Yr 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 %)

VanEck Australian Floating Rate ETF (100 %)

Top 3 industries

Other (99.47 %)

Communication Services (0.53 %)

Top 3 countries

Management fee

0.19 %

0.22 %


Key Summary

OZBD

FLOT

Issuer

BetaShares

VanEck

Tracking index

Bloomberg Australian Enhanced Yield Composite Bond Index - Benchmark TR Gross

Bloomberg AusBond Credit FRN 0+ Yr Index - AUD

Asset class

ETF

ETF

Management fee

0.19 %

0.22 %

Price

$44.47

$24.92

Size

$461.830 million

$742.639 million

10Y return

N/A

N/A

Annual distribution/ dividend yield (5Y)

2.04 %

2.55 %

Market

ASX

ASX

First listed date

03/02/2022

07/07/2017

Purchase fee

$6.50

$6.50


Community Stats

OZBD

FLOT

Popularity

Low

Low

Pearlers invested

17

5

Median incremental investment

$1,381.50

$2,169.28

Median investment frequency

Monthly

Weekly

Median total investment

$5,114.05

$12,509.84

Average age group

> 35

> 35


Pros and Cons

OZBD

FLOT

Pros

  • Lower management fee

  • Higher price growth

  • Higher distribution yield

Cons

  • Lower distribution yield

  • Higher management fee

  • Lower price growth

OZBD

FLOT

Lower management fee

Higher management fee

Higher price growth

Lower price growth

Lower distribution yield

Higher distribution yield

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