Grow it · ETFs

XARO vs OZBD

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

At a glance

Comparing XARO and OZBD. OZBD has the lower management fee at 0.19% a year and OZBD offers the higher at 4.55%.
Lower fee
OZBD 0.19% p.a.
Higher yield
OZBD 4.55%
Larger fund
OZBD $1.4bn

Side-by-side comparison

Metric XARO
Ardea Real Outcome Bond Complex ETF
OZBD
BetaShares Australian Composite Bond ETF
Snapshot
Provider
—
BetaShares
Tracks index
Bloomberg AusBond Bank Bill Index
Solactive Australian Composite Bond Select Index
Categories
AU, Bonds
AU, Bonds
Listed since
2018 (8 yrs)
2022 (4 yrs)
Fund size (AUM)
—
$1.4bn
Cost & income
Management fee
0.5%
0.19%
Dividend yield
—
4.55%
Franking
0%
0%
Turnover
250%
25%
Tax drag 6% 2.06%
Returns
Tax bracket
1-year return
—
-1.1%
net
3-year return
—
4.1%
net
5-year return
—
—
10-year return
—
—
Risk
Volatility (3y)
—
4.7%
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

XARO Ardea Real Outcome Bond Complex ETF
  • Pricier than similar ETFs, which average around 0.3%.
OZBD BetaShares Australian Composite Bond ETF
  • Low-cost: a 0.19% management fee keeps more of the return in your pocket.
  • Pays a useful 4.55% income yield.
  • Has lagged most peers over 3 years (200th of 236).

Frequently Asked Questions

What's the difference between XARO vs OZBD?

XARO 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 - XARO vs OZBD?

OZBD has the lower management fee at 0.19% a year, versus XARO 0.5%.

Which pays the higher dividend yield?

OZBD pays the higher at 4.55%. 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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