Compare AU
Compare OZBD vs. IFRA
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 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 |
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Cons |
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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 |