Compare AU

Compare OZBD vs. IVE

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 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

  • Lower management fee

  • Higher exposure to US market

  • Higher price growth

  • Higher distribution yield

Cons

  • Lower exposure to US market

  • Lower price growth

  • Lower distribution yield

  • Higher management fee

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

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