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Compare MVR 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 VanEck Australian Resources ETF (MVR) 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
MVR | OZBD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 105 | 21 |
Median incremental investment | $996.23 | $2,180.29 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,621.45 | $8,255.13 |
Average age group | > 35 | > 35 |
Key Summary
MVR | OZBD | |
|---|---|---|
Strategy | MVR.AX was created on 2013-10-14 by VanEck. The fund's investment portfolio concentrates primarily on theme equity. The ETF currently has 379.29m in AUM and 32 holdings. MVR.AX gives investors exposure to a diversified portfolio of ASX-listed securities with the aim of providing investment returns before fees and other costs which track the performance of the Index. | 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 | BHP Group Ltd (7.65 %) Woodside Energy Group Ltd (6.67 %) Fortescue Ltd (6.59 %) | AUSTRALIAN GOVERNMENT 3.75% APR-37 (1.37 %) AUSTRALIAN GOVERNMENT 4.5% APR-33 (1.17 %) AUSTRALIAN GOVERNMENT 1.5% JUN-31 (1.16 %) |
Top 3 industries | Materials (59.41 %) Energy (24.38 %) Utilities (8.74 %) | Other (99.47 %) Communication Services (0.53 %) |
Top 3 countries | Australia (95.51 %) United States (4.49 %) | |
Management fee | 0.35 % | 0.19 % |
Key Summary
MVR | OZBD | |
|---|---|---|
Issuer | VanEck | BetaShares |
Tracking index | MVIS Australia Energy & Mining Index - AUD | Bloomberg Australian Enhanced Yield Composite Bond Index - Benchmark TR Gross |
Asset class | ETF | ETF |
Management fee | 0.35 % | 0.19 % |
Price | $40.33 | $45.11 |
Size | $381.372 million | $901.990 million |
10Y return | 138.08 % | N/A |
Annual distribution yield (5Y) | 4.46 % | 2.79 % |
Market | ASX | ASX |
First listed date | 16/10/2013 | 03/02/2022 |
Purchase fee | $6.50 | $6.50 |
Community Stats
MVR | OZBD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 105 | 21 |
Median incremental investment | $996.23 | $2,180.29 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,621.45 | $8,255.13 |
Average age group | > 35 | > 35 |
Pros and Cons
MVR | OZBD | |
|---|---|---|
Pros |
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Cons |
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MVR | 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 |