Compare AU
Compare VGE 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 FTSE Emerging Markets Shares ETF (VGE) 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
VGE | OZBD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 887 | 17 |
Median incremental investment | $1,093.50 | $1,381.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,054.82 | $5,099.10 |
Average age group | 26 - 35 | > 35 |
Key Summary
VGE | OZBD | |
|---|---|---|
Strategy | Vanguard FTSE Emerging Markets Shares ETF seeks to follow the performance of the FTSE Emerging Markets All Cap China A Inclusion Index in Australian dollars before considering fees, expenses, and tax. It tracks the index's performance with dividends reinvested. | 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 | Taiwan Semiconductor Manufacturing Co. Ltd. (4.80 %) Tencent Holdings Ltd. (3.68 %) Alibaba Group Holding Ltd. (2.83 %) | AUSTRALIAN GOVERNMENT 1.0% NOV-31 (1.73 %) AUSTRALIAN GOVERNMENT 1.25% MAY-32 (1.63 %) INTL FINANCE CORP 1.5% APR-35 (1.35 %) |
Top 3 industries | Other (18.89 %) Financials (15.91 %) Information Technology (14.87 %) | Other (99.47 %) Communication Services (0.53 %) |
Top 3 countries | China (28.87 %) India (24.00 %) Taiwan (19.40 %) | |
Management fee | 0.48 % | 0.19 % |
Key Summary
VGE | OZBD | |
|---|---|---|
Issuer | Vanguard | BetaShares |
Tracking index | FTSE Custom Emerging Markets All Cap China A Inclusion Index | Bloomberg Australian Enhanced Yield Composite Bond Index - Benchmark TR Gross |
Asset class | ETF | ETF |
Management fee | 0.48 % | 0.19 % |
Price | $80.39 | $44.34 |
Size | N/A | $461.830 million |
10Y return | 50.01 % | N/A |
Annual distribution yield (5Y) | 2.29 % | 2.04 % |
Market | ASX | ASX |
First listed date | 21/11/2013 | 03/02/2022 |
Purchase fee | $6.50 | $6.50 |
Community Stats
VGE | OZBD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 887 | 17 |
Median incremental investment | $1,093.50 | $1,381.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,054.82 | $5,099.10 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
VGE | OZBD | |
|---|---|---|
Pros |
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Cons |
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VGE | OZBD |
|---|---|
Higher exposure to US market | Lower exposure to US market |
Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |