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Compare VBND vs. OZR
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 Vanguard Global Aggregate Bond Index (Hedged) ETF (VBND) and the SPDR S&P/ASX 200 Resources ETF (OZR). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
VBND | OZR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 176 | 36 |
Median incremental investment | $1,014.76 | $789.16 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,174.64 | $1,113.42 |
Average age group | > 35 | 26 - 35 |
Key Summary
VBND | OZR | |
|---|---|---|
Strategy | VBND.AX was created on 2017-10-10 by Vanguard. The fund's investment portfolio concentrates primarily on investment grade fixed income. Vanguard Global Aggregate Bond Index (Hedged) ETF seeks to track the return of the Bloomberg Barclays Global Aggregate Float-Adjusted and Scaled Index hedged into Australian dollars before taking into account fees, expenses and tax | OZR.AX was created on 2011-04-13 by SPDR. The fund's investment portfolio concentrates primarily on total market equity. The ETF currently has 164.21m in AUM and 50 holdings. The SPDR S&P/ASX 200 Resources ETF seeks to closely track, before fees and expenses, the returns of the S&P/ASX 200 Resources Index. |
Top 3 holdings | United States Treasury Note/Bond 4.25 2024-12-31 (0.39 %) United States Treasury Note/Bond 4.5 2024-11-30 (0.37 %) Italy Buoni Poliennali Del Tesoro 3.4 2025-03-28 (0.33 %) | BHP Group Ltd (33.46 %) |
Top 3 industries | Materials (79.93 %) Energy (17.37 %) Other (2.70 %) | |
Top 3 countries | Australia (96.95 %) United States (2.57 %) China (0.48 %) | |
Management fee | 0.2 % | 0.4 % |
Key Summary
VBND | OZR | |
|---|---|---|
Issuer | Vanguard | SPDR |
Tracking index | Bloomberg Barclays Global Aggregate Float Adjusted Index - AUD | S&P/ASX 200 Resources Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.2 % | 0.4 % |
Price | $42.55 | $14.41 |
Size | $4.260 million | $197.738 million |
10Y return | N/A | 125.16 % |
Annual distribution yield (5Y) | 3.67 % | 7.11 % |
Market | ASX | ASX |
First listed date | 12/10/2017 | 13/04/2011 |
Purchase fee | $6.50 | $6.50 |
Community Stats
VBND | OZR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 176 | 36 |
Median incremental investment | $1,014.76 | $789.16 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,174.64 | $1,113.42 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
VBND | OZR | |
|---|---|---|
Pros |
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Cons |
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VBND | OZR |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Lower exposure to US market | Higher exposure to US market |
Lower management fee | Higher management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |