Compare AU

Compare OZBD vs. HJHI

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 HJHI. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

OZBD

HJHI

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

HJHI

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.

HJHI.AX was created on 2024-05-02 by Hejaz . The fund's investment portfolio concentrates primarily on total market equity. To achieve a (total) return at least equal to movements in the Benchmark over a rolling 5 to 7-year timeframe through exposure to a diversified portfolio of Shariah Compliant listed companies with a proven history of significant dividends and a market capitalisation exceeding $2 billion.

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 %)

Hejaz High Income Active ETF (100 %)

Top 3 industries

Other (99.47 %)

Communication Services (0.53 %)

Top 3 countries

Management fee

0.19 %

1.1 %


Key Summary

OZBD

HJHI

Issuer

BetaShares

Hejaz

Tracking index

Bloomberg Australian Enhanced Yield Composite Bond Index - Benchmark TR Gross

Asset class

ETF

ETF

Management fee

0.19 %

1.1 %

Price

$44.47

$0.975

Size

$461.830 million

N/A

10Y return

N/A

N/A

Annual distribution/ dividend yield (5Y)

2.04 %

0.10 %

Market

ASX

ASX

First listed date

03/02/2022

29/04/2024

Purchase fee

$6.50

$6.50


Community Stats

OZBD

HJHI

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

HJHI

Pros

  • Lower management fee

  • Higher distribution yield

Cons

  • Higher management fee

  • Lower distribution yield

OZBD

HJHI

Lower management fee

Higher management fee

Higher distribution yield

Lower distribution yield

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