Compare AU

Compare OZBD vs. YMAX

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 BetaShares Aus Top 20 Equity Yield Max Fund (Managed Fund) (YMAX). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

OZBD

YMAX

Popularity

Low

Low

Pearlers invested

18

43

Median incremental investment

$1,522.50

$1,500.00

Median investment frequency

Monthly

Monthly

Median total investment

$4,260.48

$3,719.17

Average age group

> 35

> 35


Key Summary

OZBD

YMAX

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.

YMAX.AX was created on 2012-11-22 by BetaShares. The fund's investment portfolio concentrates primarily on large cap equity. YMAX.AX aims to generate attractive quarterly income and reduce the volatility of portfolio returns by implementing an equity income investment strategy over a portfolio of the 20 largest blue-chip shares listed on the ASX. YMAX.AX does not aim to track an 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 %)

ANZ AU 01/16/25 C29.5 (0 %)

ALL AU 01/16/25 C71 (0 %)

AS51 01/16/25 C8325 (0 %)

Top 3 industries

Other (99.47 %)

Communication Services (0.53 %)

Financials (41.82 %)

Materials (21.03 %)

Health Care (9.93 %)

Top 3 countries

Australia (100.00 %)

Management fee

0.19 %

0.76 %


Key Summary

OZBD

YMAX

Issuer

BetaShares

BetaShares

Tracking index

Bloomberg Australian Enhanced Yield Composite Bond Index - Benchmark TR Gross

Asset class

ETF

ETF

Management fee

0.19 %

0.76 %

Price

$44.15

$7.93

Size

$486.857 million

$531.143 million

10Y return

N/A

-28.88 %

Annual distribution yield (5Y)

2.04 %

10.30 %

Market

ASX

ASX

First listed date

03/02/2022

26/11/2012

Purchase fee

$6.50

$6.50


Community Stats

OZBD

YMAX

Popularity

Low

Low

Pearlers invested

18

43

Median incremental investment

$1,522.50

$1,500.00

Median investment frequency

Monthly

Monthly

Median total investment

$4,260.48

$3,719.17

Average age group

> 35

> 35


Pros and Cons

OZBD

YMAX

Pros

  • Lower management fee

  • Higher price growth

  • Higher distribution yield

  • Higher exposure to AU market

Cons

  • Lower exposure to AU market

  • Higher management fee

  • Lower price growth

  • Lower distribution yield

OZBD

YMAX

Lower exposure to AU market

Higher exposure to AU market

Lower management fee

Higher management fee

Higher price growth

Lower price growth

Higher distribution yield

Lower distribution yield

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