Compare AU

Compare OZBD vs. XCO2

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, shares and ETFs are a popular choice. Two options in the ASX are OZBD and XCO2. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

OZBD

XCO2

Popularity

Low

Low

Pearlers invested

17

18

Median incremental investment

$1,381.50

$820.00

Median investment frequency

Monthly

Monthly

Median total investment

$5,133.60

$1,101.47

Average age group

> 35

26 - 35


Key Summary

OZBD

XCO2

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.

XCO2.AX was created on 2022-10-11 by VanEck. The fund's investment portfolio concentrates primarily on theme equity. VanEck Global Carbon Credits ETF (Synthetic) gives investors exposure to the price of carbon as reflected in futures markets

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 %)

VanEck Global Carbon Credits ETF (Synthetic) (100 %)

Top 3 industries

Other (99.47 %)

Communication Services (0.53 %)

Top 3 countries

Management fee

0.19 %

0.45 %


Key Summary

OZBD

XCO2

Issuer

BetaShares

VanEck

Tracking index

Bloomberg Australian Enhanced Yield Composite Bond Index - Benchmark TR Gross

ICE Global Carbon Futures Index - AUD - Benchmark TR Net

Asset class

ETF

ETF

Management fee

0.19 %

0.45 %

Price

$44.43

$18.08

Size

$461.830 million

$2.835 million

10Y return

N/A

N/A

Annual distribution/ dividend yield (5Y)

2.04 %

0.45 %

Market

ASX

ASX

First listed date

03/02/2022

12/10/2022

Purchase fee

$6.50

$6.50


Community Stats

OZBD

XCO2

Popularity

Low

Low

Pearlers invested

17

18

Median incremental investment

$1,381.50

$820.00

Median investment frequency

Monthly

Monthly

Median total investment

$5,133.60

$1,101.47

Average age group

> 35

26 - 35


Pros and Cons

OZBD

XCO2

Pros

  • Lower management fee

  • Higher distribution yield

Cons

  • Higher management fee

  • Lower distribution yield

OZBD

XCO2

Lower management fee

Higher management fee

Higher distribution yield

Lower distribution yield

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