Compare AU

Compare SPY vs. OZBD

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

SPDR S&P 500 ETF Trust

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 SPDR S&P 500 ETF Trust (SPY) 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

SPY

OZBD

Popularity

Low

Low

Pearlers invested

209

17

Median incremental investment

$1,192.00

$1,381.50

Median investment frequency

Monthly

Monthly

Median total investment

$2,851.56

$5,099.10

Average age group

26 - 35

> 35


Key Summary

SPY

OZBD

Strategy

SPY.AX was created on 2014-10-13 by SPDR. The fund's investment portfolio concentrates primarily on large cap equity. The Trust seeks to provide investment results that, before expenses, correspond generally to the price and yield performance of the S&P 500 Index (the Index).

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

Apple Inc (7.00 %)

NVIDIA Corp (6.60 %)

Microsoft Corp (6.23 %)

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

Information Technology (61.49 %)

Consumer Discretionary (16.26 %)

Communication Services (12.67 %)

Other (99.47 %)

Communication Services (0.53 %)

Top 3 countries

United States (99.40 %)

Switzerland (0.28 %)

Netherlands (0.12 %)

Management fee

0.0945 %

0.19 %


Key Summary

SPY

OZBD

Issuer

SPDR

BetaShares

Tracking index

S&P 500

Bloomberg Australian Enhanced Yield Composite Bond Index - Benchmark TR Gross

Asset class

ETF

ETF

Management fee

0.0945 %

0.19 %

Price

$950.52

$44.34

Size

$1.005 trillion

$488.398 million

10Y return

288.13 %

N/A

Annual distribution yield (5Y)

1.31 %

2.04 %

Market

ASX

ASX

First listed date

13/10/2014

03/02/2022

Purchase fee

$6.50

$6.50


Community Stats

SPY

OZBD

Popularity

Low

Low

Pearlers invested

209

17

Median incremental investment

$1,192.00

$1,381.50

Median investment frequency

Monthly

Monthly

Median total investment

$2,851.56

$5,099.10

Average age group

26 - 35

> 35


Pros and Cons

SPY

OZBD

Pros

  • Higher exposure to US market

  • Lower management fee

  • Higher price growth

  • Higher distribution yield

Cons

  • Lower distribution yield

  • Lower exposure to US market

  • Higher management fee

  • Lower price growth

SPY

OZBD

Higher exposure to US market

Lower exposure to US market

Lower management fee

Higher management fee

Higher price growth

Lower price growth

Lower distribution yield

Higher distribution yield

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