Compare AU
Compare OZBD vs. GROW
Compare shares and ETFs on the ASX that you can trade on Pearler.
Overview
When it comes to investing in the Australian stock market, shares and ETFs are a popular choice. Two options in the ASX are OZBD and GROW. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
OZBD | GROW | |
|---|---|---|
Popularity | Low | N/A |
Pearlers invested | 18 | 0 |
Median incremental investment | $1,522.50 | $0 |
Median investment frequency | Monthly | N/A |
Median total investment | $4,260.48 | $0 |
Average age group | > 35 | N/A |
Key Summary
OZBD | GROW | |
|---|---|---|
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. | GROW.AX was created on 2016-08-09 by Schroder. The fund's investment portfolio concentrates primarily on multi-strategy alternatives. Schroder Investment Management Australia Lim |
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 %) | Schroder Real Return Active ETF (100 %) |
Top 3 industries | Other (99.47 %) Communication Services (0.53 %) | |
Top 3 countries | United States (51.79 %) Australia (19.91 %) Japan (8.50 %) | |
Management fee | 0.19 % | 0.84 % |
Key Summary
OZBD | GROW | |
|---|---|---|
Issuer | BetaShares | Schroder |
Tracking index | Bloomberg Australian Enhanced Yield Composite Bond Index - Benchmark TR Gross | |
Asset class | ETF | ETF |
Management fee | 0.19 % | 0.84 % |
Price | $44.15 | $3.79 |
Size | $486.857 million | $57.346 million |
10Y return | N/A | N/A |
Annual distribution/ dividend yield (5Y) | 2.04 % | 3.83 % |
Market | ASX | ASX |
First listed date | 03/02/2022 | 16/08/2016 |
Purchase fee | $6.50 | $6.50 |
Community Stats
OZBD | GROW | |
|---|---|---|
Popularity | Low | N/A |
Pearlers invested | 18 | 0 |
Median incremental investment | $1,522.50 | $0 |
Median investment frequency | Monthly | N/A |
Median total investment | $4,260.48 | $0 |
Average age group | > 35 | N/A |
Pros and Cons
OZBD | GROW | |
|---|---|---|
Pros |
|
|
Cons |
|
|
OZBD | GROW |
|---|---|
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 |
Lower distribution yield | Higher distribution yield |