Grow it · ETFs

PCI vs OZBD

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

At a glance

Comparing PCI and OZBD. OZBD has the lower management fee at 0.19% a year and OZBD offers the higher at 4.23%.
Lower fee
OZBD 0.19% p.a.
Higher yield
OZBD 4.23%
Larger fund
OZBD $1.4bn

Side-by-side comparison

Metric PCI
Perpetual Credit Income Trust
OZBD
BetaShares Australian Composite Bond ETF
Snapshot
Provider
BetaShares
Tracks index
RBA Cash Rate + 3.25%
Solactive Australian Composite Bond Select Index
Categories
AU
AU, Bonds
Listed since
2019 (7 yrs)
2022 (4 yrs)
Fund size (AUM)
$1.4bn
Cost & income
Management fee
0.88%
0.19%
Dividend yield
4.23%
Franking
0%
0%
Turnover
45%
25%
Tax drag 1.08% 1.95%
Returns
Tax bracket
1-year return
1.1%
net
3-year return
4.3%
net
5-year return
10-year return
Risk
Volatility (3y)
4.8%
Volatility (5y)
Volatility (10y)
Sharpe ratio (3y)
0.14
Sharpe ratio (5y)
Sharpe ratio (10y)
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

PCI Perpetual Credit Income Trust
  • A 0.88% management fee is high and compounds against you over time.
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).

Frequently Asked Questions

What's the difference between PCI vs OZBD?

PCI and OZBD are 2 Australian-listed ETFs we compare side by side. OZBD carries the lower management fee (0.19%). The table above breaks down fees, returns, income and risk for each.

Which has the lower fees - PCI vs OZBD?

OZBD has the lower management fee at 0.19% a year, versus PCI 0.88%.

Which pays the higher dividend yield?

OZBD pays the higher at 4.23%. 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.

Please confirm?