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Compare VESG 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, Exchange-Traded Funds (ETFs) are a popular choice. Two well-known options in the Australian Securities Exchange (ASX) are the Vanguard Ethically Conscious International Shares Index ETF (VESG) 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
VESG | OZBD | |
|---|---|---|
Popularity | Medium | Low |
Pearlers invested | 2,582 | 21 |
Median incremental investment | $990.50 | $2,267.24 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,188.08 | $6,159.52 |
Average age group | 26 - 35 | > 35 |
Key Summary
VESG | OZBD | |
|---|---|---|
Strategy | VESG seeks to track the performance of the FTSE Developed ex-Australia Choice Index (with dividends reinvested) before considering any additional fees, expenses, and taxes. | 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. (5.54 %) Microsoft Corp. (4.67 %) Amazon.com Inc. (2.10 %) | AUD - AUSTRALIA DOLLAR (1.37 %) AUSTRALIAN GOVERNMENT 3.75% APR-37 (1.29 %) AUSTRALIAN GOVERNMENT 4.5% APR-33 (1.10 %) |
Top 3 industries | Information Technology (26.14 %) Health Care (16.64 %) Financials (15.14 %) | Other (99.47 %) Communication Services (0.53 %) |
Top 3 countries | United States (73.33 %) Japan (6.63 %) Switzerland (2.90 %) | |
Management fee | 0.18 % | 0.19 % |
Key Summary
VESG | OZBD | |
|---|---|---|
Issuer | Vanguard | BetaShares |
Tracking index | FTSE Developed ex Australia Choice Index - AUD | Bloomberg Australian Enhanced Yield Composite Bond Index - Benchmark TR Gross |
Asset class | ETF | ETF |
Management fee | 0.18 % | 0.19 % |
Price | $114.39 | $45.00 |
Size | N/A | $953.846 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 1.60 % | 2.80 % |
Market | ASX | ASX |
First listed date | 13/09/2018 | 03/02/2022 |
Purchase fee | $6.50 | $6.50 |
Community Stats
VESG | OZBD | |
|---|---|---|
Popularity | Medium | Low |
Pearlers invested | 2,582 | 21 |
Median incremental investment | $990.50 | $2,267.24 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,188.08 | $6,159.52 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
VESG | OZBD | |
|---|---|---|
Pros |
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Cons |
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VESG | OZBD |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
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 |