Compare AU
Compare OZBD vs. IVE
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 iShares MSCI EAFE ETF (IVE). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
OZBD | IVE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 17 | 33 |
Median incremental investment | $1,381.50 | $1,749.16 |
Median investment frequency | Monthly | Monthly |
Median total investment | $5,114.05 | $6,677.64 |
Average age group | > 35 | > 35 |
Key Summary
OZBD | IVE | |
|---|---|---|
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. | IVE.AX was created on 2001-08-14 by iShares. The fund's investment portfolio concentrates primarily on total market equity. The fund aims to provide investors with the performance of the MSCI EAFE Index, before fees and expenses. The index is designed to measure the performance of stocks from Europe, Australasia and the Far East and may include large- or mid-capitalisation companies. |
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 %) | ASML Holding NV (2.39 %) Moelis & Company (1.49 %) SHELL PLC - ADS (1.23 %) |
Top 3 industries | Other (99.47 %) Communication Services (0.53 %) | Other (99.86 %) Communication Services (0.14 %) |
Top 3 countries | United States (99.97 %) | |
Management fee | 0.19 % | 0.32 % |
Key Summary
OZBD | IVE | |
|---|---|---|
Issuer | BetaShares | iShares |
Tracking index | Bloomberg Australian Enhanced Yield Composite Bond Index - Benchmark TR Gross | MSCI EAFE |
Asset class | ETF | ETF |
Management fee | 0.19 % | 0.32 % |
Price | $44.47 | $123.66 |
Size | $461.830 million | $474.161 million |
10Y return | N/A | 60.20 % |
Annual distribution yield (5Y) | 2.04 % | 2.56 % |
Market | ASX | ASX |
First listed date | 03/02/2022 | 10/10/2007 |
Purchase fee | $6.50 | $6.50 |
Community Stats
OZBD | IVE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 17 | 33 |
Median incremental investment | $1,381.50 | $1,749.16 |
Median investment frequency | Monthly | Monthly |
Median total investment | $5,114.05 | $6,677.64 |
Average age group | > 35 | > 35 |
Pros and Cons
OZBD | IVE | |
|---|---|---|
Pros |
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Cons |
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OZBD | IVE |
|---|---|
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 |