Compare AU
Compare SUBD 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, shares and ETFs are a popular choice. Two options in the ASX are SUBD and OZBD. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
SUBD | OZBD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 19 | 22 |
Median incremental investment | $6,793.50 | $2,264.57 |
Median investment frequency | Monthly | Monthly |
Median total investment | $10,546.20 | $7,932.48 |
Average age group | > 35 | > 35 |
Key Summary
SUBD | OZBD | |
|---|---|---|
Strategy | SUBD.AX was created on 2019-10-28 by VanEck. The fund's investment portfolio concentrates primarily on investment grade fixed income. SUBD.AX invests in a portfolio of subordinated bonds with the aim of providing investment returns before fees and other costs that track the performance of the Index. | 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 597.44m in AUM and 569 holdings. OZBD.AX aims to track the Bloomberg Australian Enhanced Yield Composite Bond Index, before fees and expenses. |
Top 3 holdings | VanEck Australian Subordinated Debt ETF (100 %) | INTL FINANCE CORP 1.5% APR-35 (1.68 %) AUSTRALIAN GOVERNMENT 1.25% MAY-32 (1.57 %) AUSTRALIAN GOVERNMENT 4.5% APR-33 (1.40 %) |
Top 3 industries | Other (99.47 %) Communication Services (0.53 %) | |
Top 3 countries | ||
Management fee | 0.29 % | 0.19 % |
Key Summary
SUBD | OZBD | |
|---|---|---|
Issuer | VanEck | BetaShares |
Tracking index | iBoxx AUD Investment Grade Subordinated Debt Mid Price Index - AUD | Bloomberg Australian Enhanced Yield Composite Bond Index - Benchmark TR Gross |
Asset class | ETF | ETF |
Management fee | 0.29 % | 0.19 % |
Price | $25.11 | $44.61 |
Size | $2.435 billion | $597.409 million |
10Y return | N/A | N/A |
Annual dividend/ distribution yield (5Y) | 3.85 % | 2.36 % |
Market | ASX | ASX |
First listed date | 30/10/2019 | 03/02/2022 |
Purchase fee | $6.50 | $6.50 |
Community Stats
SUBD | OZBD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 19 | 22 |
Median incremental investment | $6,793.50 | $2,264.57 |
Median investment frequency | Monthly | Monthly |
Median total investment | $10,546.20 | $7,932.48 |
Average age group | > 35 | > 35 |
Pros and Cons
SUBD | OZBD | |
|---|---|---|
Pros |
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Cons |
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SUBD | OZBD |
|---|---|
Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |