Compare AU

Compare OZBD vs. GROW

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, 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

17

0

Median incremental investment

$1,381.50

$0

Median investment frequency

Monthly

N/A

Median total investment

$5,114.05

$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 (Managed Fund) (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

$44.56

$3.86

Size

$461.830 million

$56.823 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

17

0

Median incremental investment

$1,381.50

$0

Median investment frequency

Monthly

N/A

Median total investment

$5,114.05

$0

Average age group

> 35

N/A


Pros and Cons

OZBD

GROW

Pros

  • Lower management fee

  • Higher exposure to AU market

  • Higher exposure to US market

  • Higher price growth

  • Higher distribution yield

Cons

  • Lower exposure to AU market

  • Lower exposure to US market

  • Lower price growth

  • Lower distribution yield

  • Higher management fee

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

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