Compare AU
Compare OZBD vs. ROYL
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 Royalties ETF (ROYL). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
OZBD | ROYL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 17 | 7 |
Median incremental investment | $1,381.50 | $700.30 |
Median investment frequency | Monthly | Monthly |
Median total investment | $5,133.60 | $1,678.60 |
Average age group | > 35 | > 35 |
Key Summary
OZBD | ROYL | |
|---|---|---|
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. | ROYL.AX was created on 2022-09-09 by BetaShares. The fund's investment portfolio concentrates primarily on theme equity. The investment objective of the Fund is to provide an investment return that aims to track the performance of the Solactive Global Royalties Index (the Index), before taking into account fees and expenses. |
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 %) | ARM HOLDINGS PLC (12.89 %) WHEATON PRECIOUS METALS CORP (11.03 %) TEXAS PACIFIC LAND CORP (10.48 %) |
Top 3 industries | Other (99.47 %) Communication Services (0.53 %) | Other (49.57 %) Information Technology (17.42 %) Energy (14.55 %) |
Top 3 countries | United States (41.70 %) Canada (31.36 %) United Kingdom of Great Britain and Northern Ireland (10.92 %) | |
Management fee | 0.19 % | 0.69 % |
Key Summary
OZBD | ROYL | |
|---|---|---|
Issuer | BetaShares | BetaShares |
Tracking index | Bloomberg Australian Enhanced Yield Composite Bond Index - Benchmark TR Gross | Solactive Global Royalties Index - AUD - Benchmark TR Net |
Asset class | ETF | ETF |
Management fee | 0.19 % | 0.69 % |
Price | $44.64 | $10.94 |
Size | $461.830 million | $9.731 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 2.04 % | 1.27 % |
Market | ASX | ASX |
First listed date | 03/02/2022 | 12/09/2022 |
Purchase fee | $6.50 | $6.50 |
Community Stats
OZBD | ROYL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 17 | 7 |
Median incremental investment | $1,381.50 | $700.30 |
Median investment frequency | Monthly | Monthly |
Median total investment | $5,133.60 | $1,678.60 |
Average age group | > 35 | > 35 |
Pros and Cons
OZBD | ROYL | |
|---|---|---|
Pros |
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Cons |
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OZBD | ROYL |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Lower exposure to US market | Higher exposure to US market |
Lower management fee | Higher management fee |
Higher distribution yield | Lower distribution yield |