Compare AU

Compare OZBD vs. JHPI

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 Jpm Eqty Prem Inc H Active ETF (Managed Fund) (JHPI). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

OZBD

JHPI

Popularity

Low

N/A

Pearlers invested

17

0

Median incremental investment

$1,381.50

$0

Median investment frequency

Monthly

N/A

Median total investment

$5,096.80

$0

Average age group

> 35

N/A


Key Summary

OZBD

JHPI

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.

JHPI.AX was created on 2022-11-08 by JPMorgan. The fund's investment portfolio concentrates primarily on extended market equity. The investment objective of the Fund is to seek current1 income while maintaining prospects for capital appreciation.

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 %)

JPMorgan Equity Premium Income ETF (99.83 %)

Top 3 industries

Other (99.47 %)

Communication Services (0.53 %)

Top 3 countries

Management fee

0.19 %

0.4 %


Key Summary

OZBD

JHPI

Issuer

BetaShares

JPMorgan

Tracking index

Bloomberg Australian Enhanced Yield Composite Bond Index - Benchmark TR Gross

S&P 500 - AUD

Asset class

ETF

ETF

Management fee

0.19 %

0.4 %

Price

$44.46

$53.94

Size

$461.830 million

N/A

10Y return

N/A

N/A

Annual distribution yield (5Y)

2.04 %

1.86 %

Market

ASX

ASX

First listed date

03/02/2022

24/05/2023

Purchase fee

$6.50

$6.50


Community Stats

OZBD

JHPI

Popularity

Low

N/A

Pearlers invested

17

0

Median incremental investment

$1,381.50

$0

Median investment frequency

Monthly

N/A

Median total investment

$5,096.80

$0

Average age group

> 35

N/A


Pros and Cons

OZBD

JHPI

Pros

  • Lower management fee

  • Higher distribution yield

Cons

  • Higher management fee

  • Lower distribution yield

OZBD

JHPI

Lower management fee

Higher management fee

Higher distribution yield

Lower distribution yield

Home