Compare AU
Compare OZBD vs. RBTZ
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 BetaShares Global Robotics and Artificial Intelligence ETF (RBTZ). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
OZBD | RBTZ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 18 | 440 |
Median incremental investment | $1,522.50 | $780.85 |
Median investment frequency | Monthly | Monthly |
Median total investment | $5,115.20 | $1,377.00 |
Average age group | > 35 | > 35 |
Key Summary
OZBD | RBTZ | |
|---|---|---|
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 517.46m in AUM and 548 holdings. OZBD.AX aims to track the Bloomberg Australian Enhanced Yield Composite Bond Index, before fees and expenses. | RBTZ.AX was created on 2018-09-12 by BetaShares. The fund's investment portfolio concentrates primarily on theme equity. RBTZ.AX aims to track the performance of an index (before fees and expenses) that includes global companies involved in the production or use of robotics and artificial intelligence (A.l.) products and services. |
Top 3 holdings | INTL FINANCE CORP 1.5% APR-35 (1.75 %) AUSTRALIAN GOVERNMENT 1.25% MAY-32 (1.62 %) AUSTRALIAN GOVERNMENT 4.5% APR-33 (1.44 %) | NVIDIA CORP (11.13 %) INTUITIVE SURGICAL INC (11.12 %) ABB LTD (9.57 %) |
Top 3 industries | Other (99.47 %) Communication Services (0.53 %) | Other (55.08 %) Information Technology (25.83 %) Health Care (11.90 %) |
Top 3 countries | United States (47.60 %) Japan (30.01 %) Switzerland (11.60 %) | |
Management fee | 0.19 % | 0.57 % |
Key Summary
OZBD | RBTZ | |
|---|---|---|
Issuer | BetaShares | BetaShares |
Tracking index | Bloomberg Australian Enhanced Yield Composite Bond Index - Benchmark TR Gross | Indxx Global Robotics & Artificial Intelligence Thematic Index |
Asset class | ETF | ETF |
Management fee | 0.19 % | 0.57 % |
Price | $44.48 | $13.77 |
Size | $521.921 million | $289.306 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 2.23 % | 2.81 % |
Market | ASX | ASX |
First listed date | 03/02/2022 | 14/09/2018 |
Purchase fee | $6.50 | $6.50 |
Community Stats
OZBD | RBTZ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 18 | 440 |
Median incremental investment | $1,522.50 | $780.85 |
Median investment frequency | Monthly | Monthly |
Median total investment | $5,115.20 | $1,377.00 |
Average age group | > 35 | > 35 |
Pros and Cons
OZBD | RBTZ | |
|---|---|---|
Pros |
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Cons |
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OZBD | RBTZ |
|---|---|
Lower exposure to US market | Higher exposure to US market |
Lower management fee | Higher management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |