Compare AU
Compare OZBD vs. SMLL
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 Aust Small Companies Select Fund (Managed Fund) (SMLL). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
OZBD | SMLL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 18 | 9 |
Median incremental investment | $1,522.50 | $2,091.33 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,260.48 | $4,277.85 |
Average age group | > 35 | > 35 |
Key Summary
OZBD | SMLL | |
|---|---|---|
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. | SMLL.AX was created on 2017-04-07 by BetaShares. The fund's investment portfolio concentrates primarily on small cap equity. The fund aims to outperform the S&P/ASX Small Ordinaries Accumulation Index over the medium to long term (after fees and expenses) by investing in a portfolio of high quality, profitable small companies. |
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 %) | CLEANAWAY WASTE MANAGEMENT LTD (4.75 %) INCITEC PIVOT LTD (4.68 %) PERSEUS MINING LTD (3.57 %) |
Top 3 industries | Other (99.47 %) Communication Services (0.53 %) | Materials (26.52 %) Consumer Discretionary (23.94 %) Industrials (14.62 %) |
Top 3 countries | Australia (98.15 %) China (1.85 %) | |
Management fee | 0.19 % | 0.39 % |
Key Summary
OZBD | SMLL | |
|---|---|---|
Issuer | BetaShares | BetaShares |
Tracking index | Bloomberg Australian Enhanced Yield Composite Bond Index - Benchmark TR Gross | |
Asset class | ETF | ETF |
Management fee | 0.19 % | 0.39 % |
Price | $44.15 | $3.61 |
Size | $486.857 million | $94.299 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 2.04 % | 5.16 % |
Market | ASX | ASX |
First listed date | 03/02/2022 | 11/04/2017 |
Purchase fee | $6.50 | $6.50 |
Community Stats
OZBD | SMLL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 18 | 9 |
Median incremental investment | $1,522.50 | $2,091.33 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,260.48 | $4,277.85 |
Average age group | > 35 | > 35 |
Pros and Cons
OZBD | SMLL | |
|---|---|---|
Pros |
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Cons |
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OZBD | SMLL |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Lower management fee | Higher management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |