Compare AU
Compare OZBD vs. FUTR
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 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 |
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Cons |
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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 |