Compare AU
Compare OZBD vs. GOAT
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 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 | 18 | 47 |
Median incremental investment | $1,522.50 | $689.47 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,260.48 | $2,597.22 |
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. 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 %) | Industrials (40.03 %) Financials (30.32 %) 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 | $44.15 | $27.63 |
Size | $486.857 million | $42.781 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 | 18 | 47 |
Median incremental investment | $1,522.50 | $689.47 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,260.48 | $2,597.22 |
Average age group | > 35 | > 35 |
Pros and Cons
OZBD | GOAT | |
|---|---|---|
Pros |
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Cons |
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OZBD | GOAT |
|---|---|
Lower exposure to US market | Higher exposure to US market |
Lower management fee | Higher management fee |
Lower distribution yield | Higher distribution yield |