Compare AU
Compare OZBD vs. ICOR
Compare shares and ETFs on the ASX that you can trade on Pearler.
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 Core Aussie Corporate Bonds (ICOR). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
OZBD | ICOR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 17 | 4 |
Median incremental investment | $1,381.50 | $556.14 |
Median investment frequency | Monthly | Monthly |
Median total investment | $5,099.10 | $3,382.44 |
Average age group | > 35 | 26 - 35 |
Key Summary
OZBD | ICOR | |
|---|---|---|
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. | ICOR.AX was created on 2020-05-27 by iShares. The fund's investment portfolio concentrates primarily on investment grade fixed income. The Fund aims to provide investors with the performance of an index, before fees and expenses. |
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 %) | NATIONAL AUSTRALIA BANK LTD MTN RegS (1.44 %) LONSDALE FINANCE PTY LTD MTN RegS (1.39 %) AUSGRID FINANCE PTY LTD MTN (1.26 %) |
Top 3 industries | Other (99.47 %) Communication Services (0.53 %) | Other (97.20 %) Communication Services (1.33 %) Utilities (0.68 %) |
Top 3 countries | ||
Management fee | 0.19 % | 0.15 % |
Key Summary
OZBD | ICOR | |
|---|---|---|
Issuer | BetaShares | iShares |
Tracking index | Bloomberg Australian Enhanced Yield Composite Bond Index - Benchmark TR Gross | Bloomberg AusBond Credit (0+Y) Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.19 % | 0.15 % |
Price | $44.34 | $95.28 |
Size | $488.398 million | $252.446 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 2.04 % | 2.09 % |
Market | ASX | ASX |
First listed date | 03/02/2022 | 28/05/2020 |
Purchase fee | $6.50 | $6.50 |
Community Stats
OZBD | ICOR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 17 | 4 |
Median incremental investment | $1,381.50 | $556.14 |
Median investment frequency | Monthly | Monthly |
Median total investment | $5,099.10 | $3,382.44 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
OZBD | ICOR | |
|---|---|---|
Pros |
| |
Cons |
|
OZBD | ICOR |
|---|---|
Higher management fee | Lower management fee |
Lower distribution yield | Higher distribution yield |