Compare AU
Compare VLC 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 MSCI Australian Large Companies Index ETF (VLC) 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
VLC | OZBD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 52 | 22 |
Median incremental investment | $1,000.00 | $2,640.95 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,049.06 | $7,967.98 |
Average age group | > 35 | > 35 |
Key Summary
VLC | OZBD | |
|---|---|---|
Strategy | VLC.AX was created on 2011-05-23 by Vanguard. The fund's investment portfolio concentrates primarily on large cap equity. To closely track the MSCI Australian Shares Large Cap Index, the Fund will hold all of the securities in the index. | 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 | BHP Group Ltd. (17.50 %) Commonwealth Bank of Australia (13.40 %) CSL Ltd. (9.73 %) | 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 | Financials (36.62 %) Materials (25.30 %) Health Care (9.73 %) | Other (99.47 %) Communication Services (0.53 %) |
Top 3 countries | Australia (100.00 %) | |
Management fee | 0.2 % | 0.19 % |
Key Summary
VLC | OZBD | |
|---|---|---|
Issuer | Vanguard | BetaShares |
Tracking index | MSCI Australian Shares Large Cap Index - AUD | Bloomberg Australian Enhanced Yield Composite Bond Index - Benchmark TR Gross |
Asset class | ETF | ETF |
Management fee | 0.2 % | 0.19 % |
Price | $79.31 | $44.96 |
Size | N/A | $543.286 million |
10Y return | 19.33 % | N/A |
Annual distribution yield (5Y) | 6.92 % | 2.30 % |
Market | ASX | ASX |
First listed date | 26/05/2011 | 03/02/2022 |
Purchase fee | $6.50 | $6.50 |
Community Stats
VLC | OZBD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 52 | 22 |
Median incremental investment | $1,000.00 | $2,640.95 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,049.06 | $7,967.98 |
Average age group | > 35 | > 35 |
Pros and Cons
VLC | OZBD | |
|---|---|---|
Pros |
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Cons |
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VLC | OZBD |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |