Compare AU

Compare PMGOLD vs. OZBD

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

Gold

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 PMGOLD and OZBD. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

PMGOLD

OZBD

Popularity

Low

Low

Pearlers invested

448

17

Median incremental investment

$843.50

$1,381.50

Median investment frequency

Monthly

Monthly

Median total investment

$2,010.72

$5,133.60

Average age group

> 35

> 35


Key Summary

PMGOLD

OZBD

Strategy

PMGOLD.AX was created on 2003-05-09 by Perth Mint. The fund's investment portfolio concentrates primarily on gold commodities. PMGOLD.AX is designed to track the international price of gold in Australian dollars and offers investors a simple, low cost way to access the returns on gold.

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.

Top 3 holdings

Gold (100 %)

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 %)

Top 3 industries

Other (99.47 %)

Communication Services (0.53 %)

Top 3 countries

Management fee

0.15 %

0.19 %


Key Summary

PMGOLD

OZBD

Issuer

Perth Mint

BetaShares

Tracking index

LBMA Gold Price AM - AUD - Benchmark Price Return

Bloomberg Australian Enhanced Yield Composite Bond Index - Benchmark TR Gross

Asset class

ETF

ETF

Management fee

0.15 %

0.19 %

Price

$42.00

$44.64

Size

N/A

$461.830 million

10Y return

184.75 %

N/A

Annual dividend/β€Šdistribution yield (5Y)

- %

2.04 %

Market

ASX

ASX

First listed date

29/12/2010

03/02/2022

Purchase fee

$6.50

$6.50


Community Stats

PMGOLD

OZBD

Popularity

Low

Low

Pearlers invested

448

17

Median incremental investment

$843.50

$1,381.50

Median investment frequency

Monthly

Monthly

Median total investment

$2,010.72

$5,133.60

Average age group

> 35

> 35


Pros and Cons

PMGOLD

OZBD

Pros

  • Lower management fee

  • Higher price growth

  • Higher distribution yield

Cons

  • Lower distribution yield

  • Higher management fee

  • Lower price growth

PMGOLD

OZBD

Lower management fee

Higher management fee

Higher price growth

Lower price growth

Lower distribution yield

Higher distribution yield

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