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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, 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 L1 Capital International (Unhedged) Active ETF (L1IF). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
OZBD | L1IF | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 23 | 3 |
Median incremental investment | $2,048.00 | $7,866.82 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $8,308.44 | $4,959.30 |
Average age group | > 35 | 26 - 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. The ETF currently has 1089.92m in AUM and 670 holdings. 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 3.75% APR-37 (1.35 %) AUSTRALIAN GOVERNMENT 1.0% NOV-31 (1.15 %) BRITISH COLUMBIA PROV OF 5.2% MAY-36 (1.15 %) | Microsoft Corp (9.07 %) AerCap Holdings NV (8.99 %) Amazon.com Inc (7.81 %) |
Top 3 industries | Other (99.47 %) Communication Services (0.53 %) | Financials (33.97 %) Consumer Discretionary (19.83 %) Health Care (13.03 %) |
Top 3 countries | United States (90.45 %) France (3.54 %) Spain (2.79 %) | |
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 | $43.96 | $6.10 |
Size | $1.094 billion | N/A |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 2.85 % | 2.46 % |
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 | 23 | 3 |
Median incremental investment | $2,048.00 | $7,866.82 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $8,308.44 | $4,959.30 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
OZBD | L1IF | |
|---|---|---|
Pros |
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Cons |
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OZBD | L1IF |
|---|---|
Lower exposure to US market | Higher exposure to US market |
Lower management fee | Higher management fee |
Higher distribution yield | Lower distribution yield |