Compare AU

Compare OZBD vs. IFRA

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 VanEck Ftse Global Infrastructure (Aud Hedged) ETF (IFRA). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

OZBD

IFRA

Popularity

Low

Low

Pearlers invested

17

129

Median incremental investment

$1,381.50

$961.95

Median investment frequency

Monthly

Monthly

Median total investment

$5,124.40

$3,940.02

Average age group

> 35

> 35


Key Summary

OZBD

IFRA

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.

IFRA.AX was created on 2016-04-29 by VanEck. The fund's investment portfolio concentrates primarily on theme equity. Each Fund aims to provide investment returns before fees and other costs which track the performance of its Reference Index in Australian dollars. A Fund does not aim to perfectly replicate its Reference Index on a one-to-one basis

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 %)

NextEra Energy Inc (4.72 %)

Aena SME SA (4.63 %)

Transurban Group (4.50 %)

Top 3 industries

Other (99.47 %)

Communication Services (0.53 %)

Industrials (43.68 %)

Utilities (39.27 %)

Real Estate (8.74 %)

Top 3 countries

United States (60.06 %)

Canada (10.62 %)

Spain (6.21 %)

Management fee

0.19 %

0.52 %


Key Summary

OZBD

IFRA

Issuer

BetaShares

VanEck

Tracking index

Bloomberg Australian Enhanced Yield Composite Bond Index - Benchmark TR Gross

FTSE Developed Core Infrastructure 50/50 Index - CAD

Asset class

ETF

ETF

Management fee

0.19 %

0.52 %

Price

$44.69

$22.08

Size

$461.830 million

$1.126 billion

10Y return

N/A

N/A

Annual distribution yield (5Y)

2.04 %

3.32 %

Market

ASX

ASX

First listed date

03/02/2022

03/05/2016

Purchase fee

$6.50

$6.50


Community Stats

OZBD

IFRA

Popularity

Low

Low

Pearlers invested

17

129

Median incremental investment

$1,381.50

$961.95

Median investment frequency

Monthly

Monthly

Median total investment

$5,124.40

$3,940.02

Average age group

> 35

> 35


Pros and Cons

OZBD

IFRA

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

IFRA

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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