Compare AU

Compare OZBD vs. GDX

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 Global Gold Miners (GDX). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

OZBD

GDX

Popularity

Low

Low

Pearlers invested

17

66

Median incremental investment

$1,381.50

$1,111.87

Median investment frequency

Monthly

Monthly

Median total investment

$5,133.60

$2,565.81

Average age group

> 35

> 35


Key Summary

OZBD

GDX

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.

GDX.AX was created on 2015-06-26 by VanEck. The fund's investment portfolio concentrates primarily on materials equity. To achieve this investment objective, GDX.AX employs a passive management strategy of investing in the NYSE-listed GDX.AX issued and operated by VanEck in the United States.

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 %)

Newmont Corp (12.21 %)

Agnico Eagle Mines Ltd (10.21 %)

Barrick Gold Corp (7.76 %)

Top 3 industries

Other (99.47 %)

Communication Services (0.53 %)

Materials (87.60 %)

Other (12.40 %)

Top 3 countries

Canada (52.17 %)

United States (17.26 %)

Australia (11.76 %)

Management fee

0.19 %

0.53 %


Key Summary

OZBD

GDX

Issuer

BetaShares

VanEck

Tracking index

Bloomberg Australian Enhanced Yield Composite Bond Index - Benchmark TR Gross

NYSE Arca Gold Miners Index - AUD

Asset class

ETF

ETF

Management fee

0.19 %

0.53 %

Price

$44.64

$59.67

Size

$461.830 million

$573.211 million

10Y return

N/A

N/A

Annual distribution yield (5Y)

2.04 %

1.26 %

Market

ASX

ASX

First listed date

03/02/2022

26/06/2015

Purchase fee

$6.50

$6.50


Community Stats

OZBD

GDX

Popularity

Low

Low

Pearlers invested

17

66

Median incremental investment

$1,381.50

$1,111.87

Median investment frequency

Monthly

Monthly

Median total investment

$5,133.60

$2,565.81

Average age group

> 35

> 35


Pros and Cons

OZBD

GDX

Pros

  • Lower management fee

  • Higher distribution yield

  • Higher exposure to AU market

  • Higher exposure to US market

  • Higher price growth

Cons

  • Lower exposure to AU market

  • Lower exposure to US market

  • Lower price growth

  • Higher management fee

  • Lower distribution yield

OZBD

GDX

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

Lower price growth

Higher price growth

Higher distribution yield

Lower distribution yield

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