Compare AU

Compare OZBD vs. FUTR

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 Janus Henderson Global Sustainable Eq Active ETF (FUTR). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

OZBD

FUTR

Popularity

Low

Low

Pearlers invested

18

2

Median incremental investment

$1,522.50

$503.39

Median investment frequency

Monthly

Quarterly

Median total investment

$4,260.48

$2,465.32

Average age group

> 35

> 35


Key Summary

OZBD

FUTR

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.

FUTR.AX was created on 2021-09-01 by Janus Henderson. The fund's investment portfolio concentrates primarily on total market equity. The Fund seeks to provide capital growth over the long term and to achieve a total return after fees that exceeds the total return of the Benchmark (MSCI World Index (net dividends reinvested) in AUD), over rolling five year periods

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 %)

Microsoft Corp (5.66 %)

NVIDIA Corp (4.22 %)

Schneider Electric SE (3.33 %)

Top 3 industries

Other (99.47 %)

Communication Services (0.53 %)

Industrials (35.37 %)

Information Technology (30.29 %)

Financials (17.04 %)

Top 3 countries

United States (63.63 %)

France (7.69 %)

Canada (6.06 %)

Management fee

0.19 %

0.8 %


Key Summary

OZBD

FUTR

Issuer

BetaShares

Janus Henderson

Tracking index

Bloomberg Australian Enhanced Yield Composite Bond Index - Benchmark TR Gross

Asset class

ETF

ETF

Management fee

0.19 %

0.8 %

Price

$44.15

$35.99

Size

$486.857 million

N/A

10Y return

N/A

N/A

Annual distribution yield (5Y)

2.04 %

0.42 %

Market

ASX

ASX

First listed date

03/02/2022

21/09/2021

Purchase fee

$6.50

$6.50


Community Stats

OZBD

FUTR

Popularity

Low

Low

Pearlers invested

18

2

Median incremental investment

$1,522.50

$503.39

Median investment frequency

Monthly

Quarterly

Median total investment

$4,260.48

$2,465.32

Average age group

> 35

> 35


Pros and Cons

OZBD

FUTR

Pros

  • Lower management fee

  • Higher distribution yield

  • Higher exposure to AU market

  • Higher exposure to US market

Cons

  • Lower exposure to AU market

  • Lower exposure to US market

  • Higher management fee

  • Lower distribution yield

OZBD

FUTR

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 distribution yield

Lower distribution yield

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