Compare AU
Compare OZBD vs. ZYAU
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 Global X S&P/ASX 200 High Dividend ETF (ZYAU). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
OZBD | ZYAU | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 18 | 101 |
Median incremental investment | $1,522.50 | $665.43 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,260.48 | $1,531.20 |
Average age group | > 35 | > 35 |
Key Summary
OZBD | ZYAU | |
|---|---|---|
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. | ZYAU.AX was created on 2015-06-09 by Global X. The fund's investment portfolio concentrates primarily on high dividend yield equity. The Global X S&P/ASX 200 High Dividend ETF (ZYAU.AX) seeks to provide investment results that correspond generally to the price and yield performance, before fees and expenses, of the S&P/ASX 200 High Dividend 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 %) | Westpac Banking Corp (11.40 %) National Australia Bank Ltd (10.14 %) ANZ Group Holdings Ltd (9.78 %) |
Top 3 industries | Other (99.47 %) Communication Services (0.53 %) | Financials (47.78 %) Materials (29.30 %) Other (11.25 %) |
Top 3 countries | Australia (98.04 %) United Kingdom of Great Britain and Northern Ireland (1.29 %) New Zealand (0.67 %) | |
Management fee | 0.19 % | 0.24 % |
Key Summary
OZBD | ZYAU | |
|---|---|---|
Issuer | BetaShares | Global X |
Tracking index | Bloomberg Australian Enhanced Yield Composite Bond Index - Benchmark TR Gross | S&P/ASX 200 High Dividend Index - AUD - Benchmark TR Gross |
Asset class | ETF | ETF |
Management fee | 0.19 % | 0.24 % |
Price | $44.15 | $8.80 |
Size | $486.857 million | $74.789 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 2.04 % | 6.94 % |
Market | ASX | ASX |
First listed date | 03/02/2022 | 12/06/2015 |
Purchase fee | $6.50 | $6.50 |
Community Stats
OZBD | ZYAU | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 18 | 101 |
Median incremental investment | $1,522.50 | $665.43 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,260.48 | $1,531.20 |
Average age group | > 35 | > 35 |
Pros and Cons
OZBD | ZYAU | |
|---|---|---|
Pros |
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Cons |
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OZBD | ZYAU |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |