Compare AU
Compare OZBD vs. L1IF
Compare shares and ETFs on the ASX that you can trade on Pearler.
Overview
When it comes to investing in the Australian stock market, shares and ETFs are a popular choice. Two options in the ASX are OZBD and L1IF. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
OZBD | L1IF | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 17 | 1 |
Median incremental investment | $1,381.50 | $30,000.00 |
Median investment frequency | Monthly | Daily |
Median total investment | $5,109.45 | $31,853.43 |
Average age group | > 35 | > 35 |
Key Summary
OZBD | L1IF | |
|---|---|---|
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. | L1IF.AX was created on 2023-11-22 by L1 Capital. The fund's investment portfolio concentrates primarily on total market equity. The objective of the Fund is to outperform the Benchmark net of fees and expenses over rolling 5 year periods. |
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 %) | L1 Capital International Fund (Managed Fund) (100 %) |
Top 3 industries | Other (99.47 %) Communication Services (0.53 %) | |
Top 3 countries | ||
Management fee | 0.19 % | 1.2 % |
Key Summary
OZBD | L1IF | |
|---|---|---|
Issuer | BetaShares | L1 Capital |
Tracking index | Bloomberg Australian Enhanced Yield Composite Bond Index - Benchmark TR Gross | |
Asset class | ETF | ETF |
Management fee | 0.19 % | 1.2 % |
Price | $44.43 | $6.51 |
Size | $461.830 million | N/A |
10Y return | N/A | N/A |
Annual distribution/ dividend yield (5Y) | 2.04 % | 0.18 % |
Market | ASX | ASX |
First listed date | 03/02/2022 | 21/11/2023 |
Purchase fee | $6.50 | $6.50 |
Community Stats
OZBD | L1IF | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 17 | 1 |
Median incremental investment | $1,381.50 | $30,000.00 |
Median investment frequency | Monthly | Daily |
Median total investment | $5,109.45 | $31,853.43 |
Average age group | > 35 | > 35 |
Pros and Cons
OZBD | L1IF | |
|---|---|---|
Pros |
| |
Cons |
|
OZBD | L1IF |
|---|---|
Lower management fee | Higher management fee |
Higher distribution yield | Lower distribution yield |