Compare AU
Compare OZBD vs. ILC
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 S&P/ASX Aussie 20 Large Caps (ILC). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
OZBD | ILC | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 17 | 36 |
Median incremental investment | $1,381.50 | $920.36 |
Median investment frequency | Monthly | Monthly |
Median total investment | $5,139.35 | $2,792.22 |
Average age group | > 35 | > 35 |
Key Summary
OZBD | ILC | |
|---|---|---|
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. | ILC.AX was created on 2010-12-06 by iShares. The fund's investment portfolio concentrates primarily on large cap equity. The ETF currently has 664.02m in AUM and 21 holdings. 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 20 largest Australian securities listed on the ASX. |
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 %) | COMMONWEALTH BANK OF AUSTRALIA (15.55 %) BHP GROUP LTD (13.88 %) CSL LTD (9.45 %) |
Top 3 industries | Other (99.47 %) Communication Services (0.53 %) | Financials (44.02 %) Materials (20.36 %) Health Care (9.45 %) |
Top 3 countries | Australia (98.61 %) United States (1.39 %) | |
Management fee | 0.19 % | 0.24 % |
Key Summary
OZBD | ILC | |
|---|---|---|
Issuer | BetaShares | iShares |
Tracking index | Bloomberg Australian Enhanced Yield Composite Bond Index - Benchmark TR Gross | S&P/ASX 20 - AUD |
Asset class | ETF | ETF |
Management fee | 0.19 % | 0.24 % |
Price | $44.64 | $32.21 |
Size | $461.830 million | $687.198 million |
10Y return | N/A | 34.60 % |
Annual distribution yield (5Y) | 2.04 % | 6.44 % |
Market | ASX | ASX |
First listed date | 03/02/2022 | 09/12/2010 |
Purchase fee | $6.50 | $6.50 |
Community Stats
OZBD | ILC | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 17 | 36 |
Median incremental investment | $1,381.50 | $920.36 |
Median investment frequency | Monthly | Monthly |
Median total investment | $5,139.35 | $2,792.22 |
Average age group | > 35 | > 35 |
Pros and Cons
OZBD | ILC | |
|---|---|---|
Pros |
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Cons |
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OZBD | ILC |
|---|---|
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 |