Compare AU
Compare OZBD vs. IGB
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 Bloomberg AusBond Treasury (IGB). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
OZBD | IGB | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 17 | 3 |
Median incremental investment | $1,381.50 | $821.37 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $5,139.35 | $2,272.40 |
Average age group | > 35 | 26 - 35 |
Key Summary
OZBD | IGB | |
|---|---|---|
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. | IGB.AX was created on 2012-03-12 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. The index is designed to measure the performance of the Australian bond market and is comprised of fixed income securities issued by the Australian Treasury. |
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 %) | AUSTRALIA (COMMONWEALTH OF) RegS (5.50 %) AUSTRALIA (COMMONWEALTH OF) RegS (5.37 %) AUSTRALIA (COMMONWEALTH OF) RegS (5.32 %) |
Top 3 industries | Other (99.47 %) Communication Services (0.53 %) | Other (99.83 %) Communication Services (0.17 %) |
Top 3 countries | ||
Management fee | 0.19 % | 0.26 % |
Key Summary
OZBD | IGB | |
|---|---|---|
Issuer | BetaShares | iShares |
Tracking index | Bloomberg Australian Enhanced Yield Composite Bond Index - Benchmark TR Gross | Bloomberg AusBond Treasury (0+Y) |
Asset class | ETF | ETF |
Management fee | 0.19 % | 0.26 % |
Price | $44.64 | $98.59 |
Size | $461.830 million | $366.621 million |
10Y return | N/A | -6.68 % |
Annual distribution yield (5Y) | 2.04 % | 1.75 % |
Market | ASX | ASX |
First listed date | 03/02/2022 | 14/03/2012 |
Purchase fee | $6.50 | $6.50 |
Community Stats
OZBD | IGB | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 17 | 3 |
Median incremental investment | $1,381.50 | $821.37 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $5,139.35 | $2,272.40 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
OZBD | IGB | |
|---|---|---|
Pros |
| |
Cons |
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OZBD | IGB |
|---|---|
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |