Compare AU
Compare OZBD vs. ISEC
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 Bank Bills Enhanced Cash (ISEC). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
OZBD | ISEC | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 17 | 3 |
Median incremental investment | $1,381.50 | $1,096.75 |
Median investment frequency | Monthly | Monthly |
Median total investment | $5,099.10 | $1,207.44 |
Average age group | > 35 | 26 - 35 |
Key Summary
OZBD | ISEC | |
|---|---|---|
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. | ISEC.AX was created on 2017-06-02 by iShares. The fund's investment portfolio concentrates primarily on broad credit fixed income. The Fund aims to provide investors with performance, before fees and expenses, in excess of the performance of an index comprised of Australian bank bills. |
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 %) | RBC MONEY MARKET 11AM (11.99 %) UNITED OVERSEAS BANK LTD (SYDNEY B (7.66 %) OVERSEA-CHINESE BANKING CORPORATIO (5.81 %) |
Top 3 industries | Other (99.47 %) Communication Services (0.53 %) | Other (99.33 %) Communication Services (0.87 %) Consumer Discretionary (0.67 %) |
Top 3 countries | ||
Management fee | 0.19 % | 0.12 % |
Key Summary
OZBD | ISEC | |
|---|---|---|
Issuer | BetaShares | iShares |
Tracking index | Bloomberg Australian Enhanced Yield Composite Bond Index - Benchmark TR Gross | S&P/ASX Bank Bill Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.19 % | 0.12 % |
Price | $44.34 | $100.62 |
Size | $488.398 million | $253.699 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 2.04 % | 2.05 % |
Market | ASX | ASX |
First listed date | 03/02/2022 | 06/06/2017 |
Purchase fee | $6.50 | $6.50 |
Community Stats
OZBD | ISEC | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 17 | 3 |
Median incremental investment | $1,381.50 | $1,096.75 |
Median investment frequency | Monthly | Monthly |
Median total investment | $5,099.10 | $1,207.44 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
OZBD | ISEC | |
|---|---|---|
Pros |
| |
Cons |
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OZBD | ISEC |
|---|---|
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |