Compare AU
Compare QUAL vs. OZBD
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 VanEck MSCI International Quality ETF (QUAL) and the BetaShares Australian Composite Bond ETF (OZBD). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
QUAL | OZBD | |
|---|---|---|
Popularity | Medium | Low |
Pearlers invested | 1,304 | 18 |
Median incremental investment | $881.00 | $1,522.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,604.80 | $5,091.05 |
Average age group | > 35 | > 35 |
Key Summary
QUAL | OZBD | |
|---|---|---|
Strategy | QUAL's key objective is to invest in high-quality companies that have outperformed the market over the long term compared to global equity benchmarks. | OZBD.AX was created on 2022-02-02 by BetaShares. The fund's investment portfolio concentrates primarily on broad credit fixed income. The ETF currently has 493.28m in AUM and 528 holdings. OZBD.AX aims to track the Bloomberg Australian Enhanced Yield Composite Bond Index, before fees and expenses. |
Top 3 holdings | Meta Platforms Inc Class A (5.83 %) Apple Inc (5.20 %) Microsoft Corp (4.81 %) | INTL FINANCE CORP 1.5% APR-35 (1.82 %) AUSTRALIAN GOVERNMENT 1.25% MAY-32 (1.60 %) AUSTRALIAN GOVERNMENT 4.5% APR-33 (1.41 %) |
Top 3 industries | Information Technology (40.62 %) Communication Services (24.13 %) Health Care (14.22 %) | Other (99.47 %) Communication Services (0.53 %) |
Top 3 countries | United States (77.74 %) Switzerland (4.98 %) United Kingdom of Great Britain and Northern Ireland (4.22 %) | |
Management fee | 0.4 % | 0.19 % |
Key Summary
QUAL | OZBD | |
|---|---|---|
Issuer | VanEck | BetaShares |
Tracking index | MSCI World ex Australia Quality Index - AUD | Bloomberg Australian Enhanced Yield Composite Bond Index - Benchmark TR Gross |
Asset class | ETF | ETF |
Management fee | 0.4 % | 0.19 % |
Price | $59.55 | $44.39 |
Size | $7.112 billion | $494.103 million |
10Y return | 238.74 % | N/A |
Annual distribution yield (5Y) | 1.85 % | 2.11 % |
Market | ASX | ASX |
First listed date | 31/10/2014 | 03/02/2022 |
Purchase fee | $6.50 | $6.50 |
Community Stats
QUAL | OZBD | |
|---|---|---|
Popularity | Medium | Low |
Pearlers invested | 1,304 | 18 |
Median incremental investment | $881.00 | $1,522.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,604.80 | $5,091.05 |
Average age group | > 35 | > 35 |
Pros and Cons
QUAL | OZBD | |
|---|---|---|
Pros |
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Cons |
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QUAL | OZBD |
|---|---|
Higher exposure to US market | Lower exposure to US market |
Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |