Compare AU
Compare OZBD vs. WVOL
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 Edge MSCI World Minimum Volatility (WVOL). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
OZBD | WVOL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 17 | 4 |
Median incremental investment | $1,381.50 | $2,005.19 |
Median investment frequency | Monthly | Monthly |
Median total investment | $5,133.60 | $3,654.27 |
Average age group | > 35 | > 35 |
Key Summary
OZBD | WVOL | |
|---|---|---|
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. | WVOL.AX was created on 2016-10-11 by iShares. The fund's investment portfolio concentrates primarily on total market equity. The ETF currently has 91.51m in AUM and 386 holdings. The fund aims to provide investors with the performance of the MSCI World Minimum Volatility (AUD) Index, before 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 %) | T MOBILE US INC (1.53 %) JOHNSON & JOHNSON (1.18 %) BERKSHIRE HATHAWAY INC CLASS B (1.16 %) |
Top 3 industries | Other (99.47 %) Communication Services (0.53 %) | Information Technology (20.14 %) Health Care (16.42 %) Consumer Staples (10.94 %) |
Top 3 countries | United States (66.44 %) Japan (10.77 %) Canada (4.58 %) | |
Management fee | 0.19 % | 0.3 % |
Key Summary
OZBD | WVOL | |
|---|---|---|
Issuer | BetaShares | iShares |
Tracking index | Bloomberg Australian Enhanced Yield Composite Bond Index - Benchmark TR Gross | MSCI World Minimum Volatility (AUD) Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.19 % | 0.3 % |
Price | $44.64 | $42.74 |
Size | $461.830 million | $89.893 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 2.04 % | 2.71 % |
Market | ASX | ASX |
First listed date | 03/02/2022 | 14/10/2016 |
Purchase fee | $6.50 | $6.50 |
Community Stats
OZBD | WVOL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 17 | 4 |
Median incremental investment | $1,381.50 | $2,005.19 |
Median investment frequency | Monthly | Monthly |
Median total investment | $5,133.60 | $3,654.27 |
Average age group | > 35 | > 35 |
Pros and Cons
OZBD | WVOL | |
|---|---|---|
Pros |
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Cons |
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OZBD | WVOL |
|---|---|
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 |