Compare AU

Compare OZBD vs. IGRO

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 iShares High Growth Esg ETF (IGRO). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

OZBD

IGRO

Popularity

Low

Low

Pearlers invested

18

8

Median incremental investment

$1,522.50

$676.50

Median investment frequency

Monthly

Monthly

Median total investment

$4,260.48

$5,636.25

Average age group

> 35

> 35


Key Summary

OZBD

IGRO

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.

IGRO.AX was created on 2022-08-15 by iShares. The fund's investment portfolio concentrates primarily on target outcome asset allocation. The Fund aims to provide investors with the performance of the various indices of the Underlying Funds

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 %)

iShares Core MSCI Wld Ex Aus ESG ETF (41.73 %)

iShares Core MSCI Australia ESG ETF (34.56 %)

iShares Core MSCI Wld ex Aus ESG AUHDETF (14.59 %)

Top 3 industries

Other (99.47 %)

Communication Services (0.53 %)

Other (99.98 %)

Communication Services (0.02 %)

Top 3 countries

United States (47.22 %)

Australia (36.23 %)

Japan (3.92 %)

Management fee

0.19 %

0.22 %


Key Summary

OZBD

IGRO

Issuer

BetaShares

iShares

Tracking index

Bloomberg Australian Enhanced Yield Composite Bond Index - Benchmark TR Gross

34% MSCI Australia IMI Custom ESG Leaders Index - 43% MSCI World Ex Australia Custom ESG Leaders Index - 13% MSCI World Ex Australia Custom ESG Leaders Index AUD Hedged - 10% Other Benchmark - Benchmark TR Net

Asset class

ETF

ETF

Management fee

0.19 %

0.22 %

Price

$44.15

$33.75

Size

$486.857 million

$11.991 million

10Y return

N/A

N/A

Annual distribution yield (5Y)

2.04 %

1.32 %

Market

ASX

ASX

First listed date

03/02/2022

16/08/2022

Purchase fee

$6.50

$6.50


Community Stats

OZBD

IGRO

Popularity

Low

Low

Pearlers invested

18

8

Median incremental investment

$1,522.50

$676.50

Median investment frequency

Monthly

Monthly

Median total investment

$4,260.48

$5,636.25

Average age group

> 35

> 35


Pros and Cons

OZBD

IGRO

Pros

  • Lower management fee

  • Higher distribution yield

  • Higher exposure to AU market

  • Higher exposure to US market

Cons

  • Lower exposure to AU market

  • Lower exposure to US market

  • Higher management fee

  • Lower distribution yield

OZBD

IGRO

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

Higher distribution yield

Lower distribution yield

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