Compare AU

Compare AEBD vs. BBOZ

Compare shares and ETFs on the ASX that you can trade on Pearler.

BetaShares Ethical Australian Composite Bond ETF

ASX

Buy

Buy

Overview
Performance

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 Ethical Australian Composite Bond ETF (AEBD) and the BetaShares Australian Strong Bear (Hedge Fund) (BBOZ). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

AEBD

BBOZ

Popularity

Low

Low

Pearlers invested

1

14

Median incremental investment

$5,000.00

$3,000.00

Median investment frequency

Monthly

Monthly

Median total investment

$5,019.30

$3,137.40

Average age group

> 35

> 35


Key Summary

AEBD

BBOZ

Strategy

AEBD.AX was created on 2024-11-04 by BetaShares. The fund's investment portfolio concentrates primarily on broad credit fixed income. The investment objective of the Fund is to provide an investment return that aims to track the performance of the Bloomberg Australian Enhanced Yield Ethically Screened Composite Bond Index, before taking into account fees and expenses.

BBOZ.AX was created on 2015-04-17 by BetaShares. The fund's investment portfolio concentrates primarily on large cap equity. The Fund aims to help investors profit from, or protect against, a declining Australian share market. It seeks to generate magnified returns that are negatively correlated to the returns of the Australian share market (as measured by the S&P/ASX 200 Index)

Top 3 holdings

MANITOBA (PROVINCE OF) 4.85% AUG-34 (3.64 %)

EUROPEAN INVESTMENT BANK 1.9% FEB-36 (3.44 %)

INTER-AMERICAN DEVEL BK 1.0% AUG-28 (3.35 %)

SPI 200 FUTURES MAR25 (0 %)

AUD - AUSTRALIA DOLLAR (87.78 %)

BETASHARES AUSTRALIAN CASH PLUS FUND (12.22 %)

Top 3 industries

Other (68.91 %)

Communication Services (31.09 %)

Top 3 countries

Management fee

0 %

1.38 %


Key Summary

AEBD

BBOZ

Issuer

BetaShares

BetaShares

Tracking index

Bloomberg Australian Enhanced Yield Composite Bond Index - Benchmark TR Gross

Asset class

ETF

ETF

Management fee

0 %

1.38 %

Price

$50.70

$25.20

Size

N/A

$219.883 million

10Y return

N/A

N/A

Annual distribution yield (5Y)

0.12 %

0.53 %

Market

ASX

ASX

First listed date

05/11/2024

20/04/2015

Purchase fee

$6.50

$6.50


Community Stats

AEBD

BBOZ

Popularity

Low

Low

Pearlers invested

1

14

Median incremental investment

$5,000.00

$3,000.00

Median investment frequency

Monthly

Monthly

Median total investment

$5,019.30

$3,137.40

Average age group

> 35

> 35


Pros and Cons

AEBD

BBOZ

Pros

  • Lower management fee

  • Higher price growth

  • Higher distribution yield

Cons

  • Lower price growth

  • Lower distribution yield

  • Higher management fee

AEBD

BBOZ

Lower management fee

Higher management fee

Lower price growth

Higher price growth

Lower distribution yield

Higher distribution yield

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