Compare AU
Compare OZBD vs. QHAL
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 QHAL. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
OZBD | QHAL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 17 | 62 |
Median incremental investment | $1,381.50 | $865.83 |
Median investment frequency | Monthly | Monthly |
Median total investment | $5,109.45 | $5,098.50 |
Average age group | > 35 | > 35 |
Key Summary
OZBD | QHAL | |
|---|---|---|
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. | QHAL.AX was created on 2019-03-21 by VanEck. The fund's investment portfolio concentrates primarily on total market equity. QHAL.AX seeks to provide investors with access to a diversified portfolio of quality international companies from developed markets (ex-Australia) hedged into Australian dollars with the aim of providing investment returns, before fees and other costs, which track the performance of the 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 %) | MSCI Global 'Quality' (ex-AUS hedged) (100 %) |
Top 3 industries | Other (99.47 %) Communication Services (0.53 %) | |
Top 3 countries | United States (77.72 %) Switzerland (4.96 %) United Kingdom of Great Britain and Northern Ireland (4.17 %) | |
Management fee | 0.19 % | 0.43 % |
Key Summary
OZBD | QHAL | |
|---|---|---|
Issuer | BetaShares | VanEck |
Tracking index | Bloomberg Australian Enhanced Yield Composite Bond Index - Benchmark TR Gross | MSCI World ex Australia Quality 100% Hedged to AUD Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.19 % | 0.43 % |
Price | $44.34 | $49.11 |
Size | $461.830 million | $1.531 billion |
10Y return | N/A | N/A |
Annual distribution/ dividend yield (5Y) | 2.04 % | 1.82 % |
Market | ASX | ASX |
First listed date | 03/02/2022 | 25/03/2019 |
Purchase fee | $6.50 | $6.50 |
Community Stats
OZBD | QHAL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 17 | 62 |
Median incremental investment | $1,381.50 | $865.83 |
Median investment frequency | Monthly | Monthly |
Median total investment | $5,109.45 | $5,098.50 |
Average age group | > 35 | > 35 |
Pros and Cons
OZBD | QHAL | |
|---|---|---|
Pros |
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Cons |
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OZBD | QHAL |
|---|---|
Lower exposure to US market | Higher exposure to US market |
Lower management fee | Higher management fee |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |