Compare AU
Compare OZBD vs. VMIN
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 Vanguard Global Minimum Volatility Active ETF (VMIN). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
OZBD | VMIN | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 18 | 2 |
Median incremental investment | $1,522.50 | $531.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,260.48 | $6,097.36 |
Average age group | > 35 | 26 - 35 |
Key Summary
OZBD | VMIN | |
|---|---|---|
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. | VMIN.AX was created on 2018-04-13 by Vanguard. The fund's investment portfolio concentrates primarily on total market equity. The fund seeks to provide long-term capital appreciation with volatility lower than the FTSE Global All Cap Index (AUD Hedged), before taking into account fees, expenses and tax. |
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 %) | Cisco Systems Inc./Delaware (1.98 %) Johnson & Johnson (1.96 %) Amdocs Ltd. (1.71 %) |
Top 3 industries | Other (99.47 %) Communication Services (0.53 %) | Health Care (16.03 %) Information Technology (13.81 %) Industrials (13.57 %) |
Top 3 countries | United States (57.06 %) Japan (7.92 %) United Kingdom of Great Britain and Northern Ireland (6.70 %) | |
Management fee | 0.19 % | 0.28 % |
Key Summary
OZBD | VMIN | |
|---|---|---|
Issuer | BetaShares | Vanguard |
Tracking index | Bloomberg Australian Enhanced Yield Composite Bond Index - Benchmark TR Gross | |
Asset class | ETF | ETF |
Management fee | 0.19 % | 0.28 % |
Price | $44.15 | $61.28 |
Size | $486.857 million | N/A |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 2.04 % | 3.40 % |
Market | ASX | ASX |
First listed date | 03/02/2022 | 17/04/2018 |
Purchase fee | $6.50 | $6.50 |
Community Stats
OZBD | VMIN | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 18 | 2 |
Median incremental investment | $1,522.50 | $531.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,260.48 | $6,097.36 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
OZBD | VMIN | |
|---|---|---|
Pros |
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Cons |
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OZBD | VMIN |
|---|---|
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 |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |