Compare AU

Compare OZBD vs. IHCB

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 Bloomberg Barclays Global Corporate Bond (AUD Hedged) (IHCB). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

OZBD

IHCB

Popularity

Low

Low

Pearlers invested

17

4

Median incremental investment

$1,381.50

$2,790.50

Median investment frequency

Monthly

Fortnightly

Median total investment

$5,109.45

$4,105.13

Average age group

> 35

26 - 35


Key Summary

OZBD

IHCB

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.

IHCB.AX was created on 2015-12-04 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 (including the cost of hedging). The index is designed to measure the AUD hedged performance of the global investment grade corporate fixedrate debt market.

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 %)

ISH GLBL CRP BND ETF USD DIST (102.42 %)

USD CASH (0.09 %)

AUD CASH (0.02 %)

Top 3 industries

Other (99.47 %)

Communication Services (0.53 %)

Other (82.47 %)

Communication Services (0.00 %)

Top 3 countries

Management fee

0.19 %

0.27 %


Key Summary

OZBD

IHCB

Issuer

BetaShares

iShares

Tracking index

Bloomberg Australian Enhanced Yield Composite Bond Index - Benchmark TR Gross

Bloomberg Barclays Global Aggregate Corporate Hedged to AUD Index - AUD

Asset class

ETF

ETF

Management fee

0.19 %

0.27 %

Price

$44.43

$92.25

Size

$461.830 million

$312.745 million

10Y return

N/A

N/A

Annual distribution yield (5Y)

2.04 %

3.35 %

Market

ASX

ASX

First listed date

03/02/2022

09/12/2015

Purchase fee

$6.50

$6.50


Community Stats

OZBD

IHCB

Popularity

Low

Low

Pearlers invested

17

4

Median incremental investment

$1,381.50

$2,790.50

Median investment frequency

Monthly

Fortnightly

Median total investment

$5,109.45

$4,105.13

Average age group

> 35

26 - 35


Pros and Cons

OZBD

IHCB

Pros

  • Lower management fee

  • Higher price growth

  • Higher distribution yield

Cons

  • Lower distribution yield

  • Higher management fee

  • Lower price growth

OZBD

IHCB

Lower management fee

Higher management fee

Higher price growth

Lower price growth

Lower distribution yield

Higher distribution yield

Home