Compare AU

Compare OZBD vs. PAXX

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 Platinum Asia Fund (Quoted Managed Hedge Fund) (PAXX). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

OZBD

PAXX

Popularity

Low

Low

Pearlers invested

17

2

Median incremental investment

$1,381.50

$1,783.07

Median investment frequency

Monthly

Monthly

Median total investment

$5,096.80

$6,613.13

Average age group

> 35

26 - 35


Key Summary

OZBD

PAXX

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.

PAXX.AX was created on 2017-08-17 by Platinum. The fund's investment portfolio concentrates primarily on multi-strategy alternatives. The Fund aims to provide capital growth over the long-term by providing exposure to undervalued listed investments in the Asian region excluding Japan.

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 %)

Taiwan Semiconductor Manufacturing Co Ltd (9.40 %)

Samsung Electronics Co Ltd (6.67 %)

SK Hynix Inc (6.17 %)

Top 3 industries

Other (99.47 %)

Communication Services (0.53 %)

Information Technology (45.98 %)

Other (31.27 %)

Communication Services (9.03 %)

Top 3 countries

Management fee

0.19 %

1.26 %


Key Summary

OZBD

PAXX

Issuer

BetaShares

Platinum

Tracking index

Bloomberg Australian Enhanced Yield Composite Bond Index - Benchmark TR Gross

Asset class

ETF

ETF

Management fee

0.19 %

1.26 %

Price

$44.46

$4.79

Size

$461.830 million

N/A

10Y return

N/A

N/A

Annual distribution yield (5Y)

2.04 %

5.11 %

Market

ASX

ASX

First listed date

03/02/2022

14/09/2017

Purchase fee

$6.50

$6.50


Community Stats

OZBD

PAXX

Popularity

Low

Low

Pearlers invested

17

2

Median incremental investment

$1,381.50

$1,783.07

Median investment frequency

Monthly

Monthly

Median total investment

$5,096.80

$6,613.13

Average age group

> 35

26 - 35


Pros and Cons

OZBD

PAXX

Pros

  • Lower management fee

  • Higher price growth

  • Higher distribution yield

Cons

  • Lower price growth

  • Lower distribution yield

  • Higher management fee

OZBD

PAXX

Lower management fee

Higher management fee

Lower price growth

Higher price growth

Lower distribution yield

Higher distribution yield

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