Compare AU
Compare OZBD vs. WDIV
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 SPDR S&P Global Dividend Fund (WDIV). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
OZBD | WDIV | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 18 | 36 |
Median incremental investment | $1,522.50 | $660.62 |
Median investment frequency | Monthly | Monthly |
Median total investment | $5,091.05 | $2,637.39 |
Average age group | > 35 | > 35 |
Key Summary
OZBD | WDIV | |
|---|---|---|
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 493.28m in AUM and 528 holdings. OZBD.AX aims to track the Bloomberg Australian Enhanced Yield Composite Bond Index, before fees and expenses. | WDIV.AX was created on 2013-11-01 by SPDR. The fund's investment portfolio concentrates primarily on high dividend yield equity. The ETF currently has 280.61m in AUM and 97 holdings. The SPDR S&P Global Dividend Fund seeks to closely track, before fees and expenses, the returns of the S&P Global Dividend Aristocrats AUD Index. |
Top 3 holdings | INTL FINANCE CORP 1.5% APR-35 (1.82 %) AUSTRALIAN GOVERNMENT 1.25% MAY-32 (1.60 %) AUSTRALIAN GOVERNMENT 4.5% APR-33 (1.41 %) | Altria Group Inc (2.59 %) Highwoods Properties Inc (2.32 %) Solvay SA (2.13 %) |
Top 3 industries | Other (99.47 %) Communication Services (0.53 %) | Consumer Staples (32.18 %) Industrials (30.46 %) Real Estate (29.90 %) |
Top 3 countries | United States (23.78 %) Canada (21.10 %) Japan (12.42 %) | |
Management fee | 0.19 % | 0.35 % |
Key Summary
OZBD | WDIV | |
|---|---|---|
Issuer | BetaShares | SPDR |
Tracking index | Bloomberg Australian Enhanced Yield Composite Bond Index - Benchmark TR Gross | S&P Global Dividend Aristocrats Index sp_43 |
Asset class | ETF | ETF |
Management fee | 0.19 % | 0.35 % |
Price | $44.39 | $19.80 |
Size | $494.103 million | $278.052 million |
10Y return | N/A | 4.54 % |
Annual distribution yield (5Y) | 2.11 % | 4.86 % |
Market | ASX | ASX |
First listed date | 03/02/2022 | 04/11/2013 |
Purchase fee | $6.50 | $6.50 |
Community Stats
OZBD | WDIV | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 18 | 36 |
Median incremental investment | $1,522.50 | $660.62 |
Median investment frequency | Monthly | Monthly |
Median total investment | $5,091.05 | $2,637.39 |
Average age group | > 35 | > 35 |
Pros and Cons
OZBD | WDIV | |
|---|---|---|
Pros |
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Cons |
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OZBD | WDIV |
|---|---|
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 price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |