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Compare RIIF 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 Resolution Gbl Listed Infra Fund - Active ETF (RIIF) 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
RIIF | OZBD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 6 | 19 |
Median incremental investment | $2,648.54 | $2,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,868.41 | $5,863.60 |
Average age group | > 35 | > 35 |
Key Summary
RIIF | OZBD | |
|---|---|---|
Strategy | RIIF.AX was created on 2024-08-12 by Resolution Capital. The fund's investment portfolio concentrates primarily on theme equity. The Fund aims to achieve an annual total return that exceeds the total return of the Benchmark after fees on a rolling 3-year basis | 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 | Black Hills Corp (8.75 %) SSE PLC (7.15 %) Crown Castle Inc (6.84 %) | AUSTRALIAN GOVERNMENT 3.75% APR-37 (1.17 %) INTL BK RECON & DEVELOP 4.2% APR-33 (1.15 %) INTL BK RECON & DEVELOP 5.0% NOV-31 (1.14 %) |
Top 3 industries | Utilities (77.98 %) Energy (12.00 %) Other (10.02 %) | Other (99.47 %) Communication Services (0.53 %) |
Top 3 countries | United States (58.39 %) United Kingdom of Great Britain and Northern Ireland (14.39 %) Italy (6.84 %) | |
Management fee | 0 % | 0.19 % |
Key Summary
RIIF | OZBD | |
|---|---|---|
Issuer | Resolution Capital | BetaShares |
Tracking index | FTSE Developed Core Infrastructure 50/50 Index | Bloomberg Australian Enhanced Yield Composite Bond Index - Benchmark TR Gross |
Asset class | ETF | ETF |
Management fee | 0 % | 0.19 % |
Price | $1.235 | $42.88 |
Size | N/A | $1.458 billion |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 4.52 % | 2.95 % |
Market | ASX | ASX |
First listed date | 24/03/2025 | 03/02/2022 |
Purchase fee | $6.50 | $6.50 |
Community Stats
RIIF | OZBD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 6 | 19 |
Median incremental investment | $2,648.54 | $2,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,868.41 | $5,863.60 |
Average age group | > 35 | > 35 |
Pros and Cons
RIIF | OZBD | |
|---|---|---|
Pros |
| |
Cons |
|
RIIF | OZBD |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Lower management fee | Higher management fee |
Higher distribution yield | Lower distribution yield |