Grow it · ETFs

OZBD vs SFIF

Compare fees, returns, income and risk for these 2 ASX-listed ETFs side by side.

At a glance

Comparing OZBD and SFIF. OZBD has the lower management fee at 0.19% a year, SFIF has the higher 3 years return at 6.5% a year, and SFIF offers the higher at 5.33%.
Lower fee
OZBD 0.19% p.a.
Higher 3 years return
SFIF 6.5% p.a.
Higher yield
SFIF 5.33%
Higher risk-adjusted
SFIF Sharpe 1.63 (3y)
Lower volatility
SFIF 1.4% (3y)
Larger fund
OZBD $1.4bn

Side-by-side comparison

Metric OZBD
BetaShares Australian Composite Bond ETF
SFIF
Seed Financial Income Fund Active ETF
Snapshot
Provider
BetaShares
Tracks index
Solactive Australian Composite Bond Select Index
Categories
AU, Bonds
Bonds, AU, Active
Listed since
2022 (4 yrs)
Fund size (AUM)
$1.4bn
$142m
Cost & income
Management fee
0.19%
0.7%
Dividend yield
4.23%
5.33%
Franking
0%
0%
Turnover
25%
45%
Tax drag 1.95% 2.79%
Returns
Tax bracket
1-year return
1.1%
net
5.8%
net
3-year return
4.3%
net
6.5%
net
5-year return
5.5%
net
10-year return
5.6%
net
Risk
Volatility (3y)
4.8%
1.4%
Volatility (5y)
1.4%
Volatility (10y)
4.1%
Sharpe ratio (3y)
0.14
1.63
Sharpe ratio (5y)
1.61
Sharpe ratio (10y)
0.8
Bid/ask spread

marks the strongest fund in each row. “net” shows the after-tax return at your selected bracket. “—” means we don’t have that data point yet.

Each fund at a glance

OZBD BetaShares Australian Composite Bond ETF
  • Low-cost: a 0.19% management fee keeps more of the return in your pocket.
  • Pays a useful 4.23% income yield.
  • Has lagged most peers over 3 years (185th of 226).
SFIF Seed Financial Income Fund Active ETF
  • Pays a useful 5.33% income yield.
  • Low volatility (4.12% over 10 years) for a smoother ride.
  • Pricier than similar ETFs, which average around 0.45%.

Frequently Asked Questions

What's the difference between OZBD vs SFIF?

OZBD and SFIF are 2 Australian-listed ETFs we compare side by side. OZBD carries the lower management fee (0.19%). Over 3 years, SFIF has delivered the higher total return (6.5% a year). The table above breaks down fees, returns, income and risk for each.

Which has the lower fees - OZBD vs SFIF?

OZBD has the lower management fee at 0.19% a year, versus SFIF 0.7%.

Which has performed higher - OZBD vs SFIF?

Over the past 3 years, SFIF has delivered the higher total return at 6.5% a year. Past performance is not a reliable indicator of future returns.

Which pays the higher dividend yield?

SFIF pays the higher at 5.33%. Remember distributions are taxed each year at your marginal rate.

Which is the larger and most liquid?

OZBD is the larger fund by assets ($1.4bn). Larger funds are typically more liquid and trade on tighter spreads.

Related comparisons

General information only, generated from each fund's published data — not personal financial advice. Past performance is not a reliable indicator of future returns. Consider your own circumstances or seek licensed advice before investing.

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