Compare AU
Compare USIG 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 USIG and OZBD. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
USIG | OZBD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 21 |
Median incremental investment | $663.53 | $2,269.90 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $5,105.10 | $8,216.70 |
Average age group | 26 - 35 | > 35 |
Key Summary
USIG | OZBD | |
|---|---|---|
Strategy | N/A | 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 542.01m in AUM and 558 holdings. OZBD.AX aims to track the Bloomberg Australian Enhanced Yield Composite Bond Index, before fees and expenses. |
Top 3 holdings | Global X Usd Corporate Bond (Currency Hedged) 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 % | 0.19 % |
Key Summary
USIG | OZBD | |
|---|---|---|
Issuer | BetaShares | |
Tracking index | Bloomberg Australian Enhanced Yield Composite Bond Index - Benchmark TR Gross | |
Asset class | Stock | ETF |
Management fee | 0 % | 0.19 % |
Price | $9.35 | $44.90 |
Size | N/A | $543.286 million |
10Y return | N/A | N/A |
Annual dividend/ distribution yield (5Y) | 1.79 % | 2.30 % |
Market | ASX | ASX |
First listed date | 04/04/2023 | 03/02/2022 |
Purchase fee | $6.50 | $6.50 |
Community Stats
USIG | OZBD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 21 |
Median incremental investment | $663.53 | $2,269.90 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $5,105.10 | $8,216.70 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
USIG | OZBD | |
|---|---|---|
Pros |
| |
Cons |
|
USIG | OZBD |
|---|---|
Exposure to 1 market and 1 sector only | Exposure to more markets and sectors |
Lower dividend/distribution yield | Higher dividend/distribution yield |