Compare AU

Compare OZBD vs. HETH

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 BetaShares Global Sustainability Leaders ETF - Ch (HETH). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

OZBD

HETH

Popularity

Low

Low

Pearlers invested

17

31

Median incremental investment

$1,381.50

$1,993.50

Median investment frequency

Monthly

Monthly

Median total investment

$5,099.10

$4,107.20

Average age group

> 35

> 35


Key Summary

OZBD

HETH

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.

HETH.AX was created on 2020-07-20 by BetaShares. The fund's investment portfolio concentrates primarily on total market equity. The Fund aims to track the performance of an index (before fees and expenses) that provides exposure to 200 large global stocks (excluding Australia).

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 %)

NVIDIA CORP (5.40 %)

APPLE INC (5.28 %)

VISA INC (3.73 %)

Top 3 industries

Other (99.47 %)

Communication Services (0.53 %)

Information Technology (27.64 %)

Other (23.81 %)

Financials (18.23 %)

Top 3 countries

United States (77.55 %)

Japan (7.54 %)

Netherlands (3.82 %)

Management fee

0.19 %

0.62 %


Key Summary

OZBD

HETH

Issuer

BetaShares

BetaShares

Tracking index

Bloomberg Australian Enhanced Yield Composite Bond Index - Benchmark TR Gross

Nasdaq Future Global Sustainability Leaders Index - AUD

Asset class

ETF

ETF

Management fee

0.19 %

0.62 %

Price

$44.34

$15.10

Size

$461.830 million

$559.450 million

10Y return

N/A

N/A

Annual distribution yield (5Y)

2.04 %

2.53 %

Market

ASX

ASX

First listed date

03/02/2022

21/07/2020

Purchase fee

$6.50

$6.50


Community Stats

OZBD

HETH

Popularity

Low

Low

Pearlers invested

17

31

Median incremental investment

$1,381.50

$1,993.50

Median investment frequency

Monthly

Monthly

Median total investment

$5,099.10

$4,107.20

Average age group

> 35

> 35


Pros and Cons

OZBD

HETH

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

HETH

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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