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Compare AU

Compare T3MP vs. OZBD

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

Jpmorgan Climate Change Solutions Active ETF

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 Jpmorgan Climate Change Solutions Active ETF (T3MP) 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

T3MP

OZBD

Popularity

Low

Low

Pearlers invested

1

21

Median incremental investment

$567.50

$2,000.00

Median investment frequency

Monthly

Monthly

Median total investment

$574.65

$8,310.03

Average age group

< 26

> 35

Key Summary

T3MP

OZBD

Strategy

T3MP.AX was created on 2022-11-28 by JPMorgan. The fund's investment portfolio concentrates primarily on total market equity. The investment objective of the Fund is to achieve a return through investing in equity securities of companies with exposure to the theme of climate change solutions.

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 669.6m in AUM and 553 holdings. OZBD.AX aims to track the Bloomberg Australian Enhanced Yield Composite Bond Index, before fees and expenses.

Top 3 holdings

Hitachi Ltd (4.44 %)

Quanta Services Inc (4.41 %)

SSE PLC (4.30 %)

AUSTRALIAN GOVERNMENT 3.75% APR-37 (1.70 %)

AUSTRALIAN GOVERNMENT 1.25% MAY-32 (1.38 %)

AUSTRALIAN GOVERNMENT 3.25% JUN-39 (1.33 %)

Top 3 industries

Industrials (68.40 %)

Utilities (31.60 %)

Consumer Discretionary (9.68 %)

Other (99.47 %)

Communication Services (0.53 %)

Top 3 countries

United States (41.52 %)

France (12.60 %)

Japan (7.95 %)

Management fee

0.55 %

0.19 %

Key Summary

T3MP

OZBD

Issuer

JPMorgan

BetaShares

Tracking index

MSCI All Country World Index - Benchmark TR Net

Bloomberg Australian Enhanced Yield Composite Bond Index - Benchmark TR Gross

Asset class

ETF

ETF

Management fee

0.55 %

0.19 %

Price

$63.85

$45.41

Size

N/A

$690.356 million

10Y return

N/A

N/A

Annual distribution yield (5Y)

1.18 %

2.76 %

Market

ASX

ASX

First listed date

08/12/2022

03/02/2022

Purchase fee

$6.50

$6.50

Community Stats

T3MP

OZBD

Popularity

Low

Low

Pearlers invested

1

21

Median incremental investment

$567.50

$2,000.00

Median investment frequency

Monthly

Monthly

Median total investment

$574.65

$8,310.03

Average age group

< 26

> 35

Pros and Cons

T3MP

OZBD

Pros

  • Higher exposure to AU market

  • Higher exposure to US market

  • Lower management fee

  • Higher distribution yield

Cons

  • Higher management fee

  • Lower distribution yield

  • Lower exposure to AU market

  • Lower exposure to US market

T3MP

OZBD

Higher exposure to AU market

Lower exposure to AU market

Higher exposure to US market

Lower exposure to US market

Higher management fee

Lower management fee

Lower distribution yield

Higher distribution yield