Compare AU

Compare OZBD vs. WDIV

Compare shares and ETFs on the ASX that you can trade on Pearler.

BetaShares Australian Composite Bond ETF

ASX

Buy

Buy

Overview
Performance

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

38

Median incremental investment

$1,522.50

$658.36

Median investment frequency

Monthly

Monthly

Median total investment

$4,260.48

$2,356.80

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. 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 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

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 %)

Altria Group Inc (2.70 %)

Highwoods Properties Inc (2.38 %)

Solvay SA (2.19 %)

Top 3 industries

Other (99.47 %)

Communication Services (0.53 %)

Industrials (30.46 %)

Real Estate (30.13 %)

Consumer Staples (22.77 %)

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

$44.15

$20.23

Size

$486.857 million

$278.775 million

10Y return

N/A

12.83 %

Annual distribution yield (5Y)

2.04 %

4.85 %

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

38

Median incremental investment

$1,522.50

$658.36

Median investment frequency

Monthly

Monthly

Median total investment

$4,260.48

$2,356.80

Average age group

> 35

> 35


Pros and Cons

OZBD

WDIV

Pros

  • Lower management fee

  • Higher price growth

  • Higher exposure to AU market

  • Higher exposure to US market

  • Higher distribution yield

Cons

  • Lower exposure to AU market

  • Lower exposure to US market

  • Lower distribution yield

  • Higher management fee

  • Lower price growth

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

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