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Compare VVLU 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 Global Value Equity Active ETF (VVLU) 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
VVLU | OZBD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 132 | 19 |
Median incremental investment | $1,739.40 | $2,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $8,332.50 | $5,895.11 |
Average age group | > 35 | > 35 |
Key Summary
VVLU | OZBD | |
|---|---|---|
Strategy | VVLU.AX was created on 2018-04-13 by Vanguard. The fund's investment portfolio concentrates primarily on total market equity. Vanguard Global Value Equity Active ETF (Managed Fund) seeks to provide long term capital appreciation through an active management approach that invests in global equity securities demonstrating value characteristics | 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 | Comcast Corp. Class A (0.72 %) Verizon Communications Inc. (0.62 %) General Motors Co. (0.59 %) | AUSTRALIAN GOVERNMENT 3.75% APR-37 (1.17 %) INTL BK RECON & DEVELOP 4.2% APR-33 (1.15 %) INTL BK RECON & DEVELOP 5.0% NOV-31 (1.15 %) |
Top 3 industries | Financials (30.07 %) Energy (14.49 %) Industrials (11.98 %) | Other (99.47 %) Communication Services (0.53 %) |
Top 3 countries | United States (69.11 %) Japan (6.63 %) United Kingdom of Great Britain and Northern Ireland (4.29 %) | |
Management fee | 0.28 % | 0.19 % |
Key Summary
VVLU | OZBD | |
|---|---|---|
Issuer | Vanguard | BetaShares |
Tracking index | Bloomberg Australian Enhanced Yield Composite Bond Index - Benchmark TR Gross | |
Asset class | ETF | ETF |
Management fee | 0.28 % | 0.19 % |
Price | $82.50 | $43.03 |
Size | N/A | $1.458 billion |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 5.78 % | 2.95 % |
Market | ASX | ASX |
First listed date | 17/04/2018 | 03/02/2022 |
Purchase fee | $6.50 | $6.50 |
Community Stats
VVLU | OZBD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 132 | 19 |
Median incremental investment | $1,739.40 | $2,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $8,332.50 | $5,895.11 |
Average age group | > 35 | > 35 |
Pros and Cons
VVLU | OZBD | |
|---|---|---|
Pros |
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Cons |
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VVLU | OZBD |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
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 |