Compare AU
Compare OZBD vs. MVA
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 Aussie Large-Cap Property (MVA). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
OZBD | MVA | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 17 | 82 |
Median incremental investment | $1,381.50 | $600.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $5,139.35 | $2,279.55 |
Average age group | > 35 | > 35 |
Key Summary
OZBD | MVA | |
|---|---|---|
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. | MVA.AX was created on 2013-10-14 by VanEck. The fund's investment portfolio concentrates primarily on real estate equity. The VanEck Australian Property ETF invests in a diversified portfolio of ASX-listed securities with the aim of providing investment returns that closely track the returns of the MVIS Australia A-REITs Index. |
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 %) | Goodman Group (11.38 %) Scentre Group (10.37 %) Stockland Corp Ltd (10.17 %) |
Top 3 industries | Other (99.47 %) Communication Services (0.53 %) | Real Estate (100.00 %) |
Top 3 countries | Australia (100.00 %) | |
Management fee | 0.19 % | 0.35 % |
Key Summary
OZBD | MVA | |
|---|---|---|
Issuer | BetaShares | VanEck |
Tracking index | Bloomberg Australian Enhanced Yield Composite Bond Index - Benchmark TR Gross | MVIS Australia A-REITs Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.19 % | 0.35 % |
Price | $44.64 | $23.05 |
Size | $461.830 million | $613.352 million |
10Y return | N/A | 33.78 % |
Annual distribution yield (5Y) | 2.04 % | 4.91 % |
Market | ASX | ASX |
First listed date | 03/02/2022 | 16/10/2013 |
Purchase fee | $6.50 | $6.50 |
Community Stats
OZBD | MVA | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 17 | 82 |
Median incremental investment | $1,381.50 | $600.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $5,139.35 | $2,279.55 |
Average age group | > 35 | > 35 |
Pros and Cons
OZBD | MVA | |
|---|---|---|
Pros |
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Cons |
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OZBD | MVA |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |