Compare AU

Compare OZBD vs. HGEN

Compare shares and ETFs on the ASX that you can trade on Pearler.

BetaShares Australian Composite Bond ETF

ASX

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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 Global Hydrogen Companies (HGEN). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

OZBD

HGEN

Popularity

Low

Low

Pearlers invested

17

360

Median incremental investment

$1,381.50

$645.50

Median investment frequency

Monthly

Monthly

Median total investment

$5,139.35

$666.66

Average age group

> 35

> 35


Key Summary

OZBD

HGEN

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.

HGEN.AX was created on 2021-10-06 by Global X. The fund's investment portfolio concentrates primarily on theme equity. The ETF currently has 26.31m in AUM and 31 holdings. The Fund aims to provide investors with a return that (before fees and expenses) tracks the performance of the Solactive Global Hydrogen ESG Index.

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 %)

Bloom Energy Corp Class A (27.67 %)

Plug Power Inc (10.83 %)

Doosan Fuel Cell Ordinary Shares (7.44 %)

Top 3 industries

Other (99.47 %)

Communication Services (0.53 %)

Industrials (96.09 %)

Utilities (7.76 %)

Consumer Staples (4.09 %)

Top 3 countries

United States (39.09 %)

Korea (19.33 %)

Norway (11.75 %)

Management fee

0.19 %

0.69 %


Key Summary

OZBD

HGEN

Issuer

BetaShares

Global X

Tracking index

Bloomberg Australian Enhanced Yield Composite Bond Index - Benchmark TR Gross

Solactive Global Hydrogen Index - Benchmark TR Net

Asset class

ETF

ETF

Management fee

0.19 %

0.69 %

Price

$44.64

$5.04

Size

$461.830 million

$28.976 million

10Y return

N/A

N/A

Annual distribution yield (5Y)

2.04 %

0.16 %

Market

ASX

ASX

First listed date

03/02/2022

06/10/2021

Purchase fee

$6.50

$6.50


Community Stats

OZBD

HGEN

Popularity

Low

Low

Pearlers invested

17

360

Median incremental investment

$1,381.50

$645.50

Median investment frequency

Monthly

Monthly

Median total investment

$5,139.35

$666.66

Average age group

> 35

> 35


Pros and Cons

OZBD

HGEN

Pros

  • Lower management fee

  • Higher distribution yield

  • Higher exposure to US market

Cons

  • Lower exposure to US market

  • Higher management fee

  • Lower distribution yield

OZBD

HGEN

Lower exposure to US market

Higher exposure to US market

Lower management fee

Higher management fee

Higher distribution yield

Lower distribution yield

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