Compare AU

Compare OZBD vs. GOAT

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 VanEck Morningstar International Wide Moat ETF (GOAT). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

OZBD

GOAT

Popularity

Low

Low

Pearlers invested

17

47

Median incremental investment

$1,381.50

$689.47

Median investment frequency

Monthly

Monthly

Median total investment

$5,114.05

$2,585.94

Average age group

> 35

> 35


Key Summary

OZBD

GOAT

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.

GOAT.AX was created on 2020-09-08 by VanEck. The fund's investment portfolio concentrates primarily on total market equity. The ETF currently has 41.83m in AUM and 63 holdings. Each Fund aims to provide investment returns before fees and other costs which track the performance of the Reference Index in Australian dollars. Each Fund does not aim to perfectly replicate the Reference Index on a one-to-one basis.

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 %)

U.S. Bancorp (2.59 %)

Gilead Sciences Inc (2.46 %)

Corteva Inc (2.37 %)

Top 3 industries

Other (99.47 %)

Communication Services (0.53 %)

Financials (39.75 %)

Industrials (29.97 %)

Other (27.20 %)

Top 3 countries

United States (45.37 %)

Japan (13.24 %)

United Kingdom of Great Britain and Northern Ireland (10.80 %)

Management fee

0.19 %

0.55 %


Key Summary

OZBD

GOAT

Issuer

BetaShares

VanEck

Tracking index

Bloomberg Australian Enhanced Yield Composite Bond Index - Benchmark TR Gross

Morningstar Developed Markets ex-Australia Wide Moat Focus Index

Asset class

ETF

ETF

Management fee

0.19 %

0.55 %

Price

$44.56

$27.84

Size

$461.830 million

$41.040 million

10Y return

N/A

N/A

Annual distribution yield (5Y)

2.04 %

2.60 %

Market

ASX

ASX

First listed date

03/02/2022

09/09/2020

Purchase fee

$6.50

$6.50


Community Stats

OZBD

GOAT

Popularity

Low

Low

Pearlers invested

17

47

Median incremental investment

$1,381.50

$689.47

Median investment frequency

Monthly

Monthly

Median total investment

$5,114.05

$2,585.94

Average age group

> 35

> 35


Pros and Cons

OZBD

GOAT

Pros

  • Lower management fee

  • Higher exposure to US market

  • Higher distribution yield

Cons

  • Lower exposure to US market

  • Lower distribution yield

  • Higher management fee

OZBD

GOAT

Lower exposure to US market

Higher exposure to US market

Lower management fee

Higher management fee

Lower distribution yield

Higher distribution yield

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