Compare AU
Compare WEMG 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 SPDR S&P Emerging Markets Carbon Control Fund (WEMG) 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
WEMG | OZBD | |
---|---|---|
Popularity | Low | Low |
Pearlers invested | 4 | 18 |
Median incremental investment | $3,000.00 | $1,522.50 |
Median investment frequency | Weekly | Monthly |
Median total investment | $3,417.70 | $5,104.85 |
Average age group | 26 - 35 | > 35 |
Key Summary
WEMG | OZBD | |
---|---|---|
Strategy | WEMG.AX was created on 2013-11-11 by SPDR. The fund's investment portfolio concentrates primarily on total market equity. The SPDR S&P Emerging Market Fund seeks to closely track, before fees and expenses, the returns of the S&P Emerging Markets LargeMidCap 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 493.28m in AUM and 528 holdings. 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 (8.22 %) Alibaba Group Holding Ltd Ordinary Shares (2.81 %) HDFC Bank Ltd (1.65 %) | INTL FINANCE CORP 1.5% APR-35 (1.82 %) AUSTRALIAN GOVERNMENT 1.25% MAY-32 (1.60 %) AUSTRALIAN GOVERNMENT 4.5% APR-33 (1.41 %) |
Top 3 industries | Information Technology (49.44 %) Other (26.05 %) Consumer Discretionary (12.07 %) | Other (99.47 %) Communication Services (0.53 %) |
Top 3 countries | China (30.97 %) Taiwan (23.47 %) India (20.15 %) | |
Management fee | 0.35 % | 0.19 % |
Key Summary
WEMG | OZBD | |
---|---|---|
Issuer | SPDR | BetaShares |
Tracking index | S&P Emerging LargeMidCap AUD Index - AUD | Bloomberg Australian Enhanced Yield Composite Bond Index - Benchmark TR Gross |
Asset class | ETF | ETF |
Management fee | 0.35 % | 0.19 % |
Price | $26.29 | $44.39 |
Size | $22.133 million | $494.103 million |
10Y return | 43.35 % | N/A |
Annual distribution yield (5Y) | 2.46 % | 2.11 % |
Market | ASX | ASX |
First listed date | 04/11/2013 | 03/02/2022 |
Purchase fee | $6.50 | $6.50 |
Community Stats
WEMG | OZBD | |
---|---|---|
Popularity | Low | Low |
Pearlers invested | 4 | 18 |
Median incremental investment | $3,000.00 | $1,522.50 |
Median investment frequency | Weekly | Monthly |
Median total investment | $3,417.70 | $5,104.85 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
WEMG | OZBD | |
---|---|---|
Pros |
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Cons |
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WEMG | OZBD |
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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 |