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Compare OZBD vs. OZR
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 Betashares Australian Composite Bond ETF (OZBD) and the SPDR S&P/ASX 200 Resources ETF (OZR). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
OZBD | OZR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 21 | 34 |
Median incremental investment | $2,000.00 | $789.16 |
Median investment frequency | Monthly | Monthly |
Median total investment | $8,310.03 | $834.48 |
Average age group | > 35 | 26 - 35 |
Key Summary
OZBD | OZR | |
|---|---|---|
Strategy | 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 669.6m in AUM and 553 holdings. OZBD.AX aims to track the Bloomberg Australian Enhanced Yield Composite Bond Index, before fees and expenses. | OZR.AX was created on 2011-04-13 by SPDR. The fund's investment portfolio concentrates primarily on total market equity. The ETF currently has 166.1m in AUM and 48 holdings. The SPDR S&P/ASX 200 Resources ETF seeks to closely track, before fees and expenses, the returns of the S&P/ASX 200 Resources Index. |
Top 3 holdings | AUSTRALIAN GOVERNMENT 3.75% APR-37 (1.70 %) AUSTRALIAN GOVERNMENT 1.25% MAY-32 (1.38 %) AUSTRALIAN GOVERNMENT 3.25% JUN-39 (1.33 %) | BHP Group Ltd (36.06 %) Woodside Energy Group Ltd (9.57 %) Rio Tinto Ltd (7.56 %) |
Top 3 industries | Other (99.47 %) Communication Services (0.53 %) | Materials (79.55 %) Energy (17.89 %) Other (2.56 %) |
Top 3 countries | Australia (96.95 %) United States (2.57 %) China (0.48 %) | |
Management fee | 0.19 % | 0.4 % |
Key Summary
OZBD | OZR | |
|---|---|---|
Issuer | BetaShares | SPDR |
Tracking index | Bloomberg Australian Enhanced Yield Composite Bond Index - Benchmark TR Gross | S&P/ASX 200 Resources Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.19 % | 0.4 % |
Price | $45.41 | $11.51 |
Size | $690.356 million | $158.276 million |
10Y return | N/A | 45.70 % |
Annual distribution yield (5Y) | 2.76 % | 6.83 % |
Market | ASX | ASX |
First listed date | 03/02/2022 | 13/04/2011 |
Purchase fee | $6.50 | $6.50 |
Community Stats
OZBD | OZR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 21 | 34 |
Median incremental investment | $2,000.00 | $789.16 |
Median investment frequency | Monthly | Monthly |
Median total investment | $8,310.03 | $834.48 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
OZBD | OZR | |
|---|---|---|
Pros |
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Cons |
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OZBD | OZR |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Lower exposure to US market | Higher exposure to US market |
Lower management fee | Higher management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |