Compare AU
Compare AESG vs. BBOZ
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 iShares Global Aggregate Bond Esg (Aud Hedged) ETF (AESG) and the Betashares Aus Equities Strong Bear Complex ETF (BBOZ). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
AESG | BBOZ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 16 |
Median incremental investment | $1,993.50 | $3,000.00 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $14,613.55 | $2,577.00 |
Average age group | > 35 | > 35 |
Key Summary
AESG | BBOZ | |
|---|---|---|
Strategy | AESG.AX was created on 2022-08-09 by iShares. The fund's investment portfolio concentrates primarily on investment grade fixed income. The Fund aims to provide investors with the performance of an index, before fees and expenses (including the cost of hedging). | 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 | iShares Global Aggt Bd ESG SRIETFAUDHDis (99.83 %) | SPI 200 FUTURES JUN25 (0 %) AUD - AUSTRALIA DOLLAR (86.86 %) BETASHARES AUSTRALIAN CASH PLUS FUND (13.14 %) |
Top 3 industries | Other (99.97 %) Communication Services (0.03 %) | Other (68.91 %) Communication Services (31.09 %) |
Top 3 countries | ||
Management fee | 0.19 % | 1.38 % |
Key Summary
AESG | BBOZ | |
|---|---|---|
Issuer | iShares | BetaShares |
Tracking index | Bloomberg MSCI Global Aggregate Sustainable and Green Bond SRI Index - Benchmark TR Net | |
Asset class | ETF | ETF |
Management fee | 0.19 % | 1.38 % |
Price | $97.10 | $25.70 |
Size | $370.046 million | $212.634 million |
10Y return | N/A | -7.39 % |
Annual distribution yield (5Y) | 1.11 % | 0.53 % |
Market | ASX | ASX |
First listed date | 10/08/2022 | 20/04/2015 |
Purchase fee | $6.50 | $6.50 |
Community Stats
AESG | BBOZ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 16 |
Median incremental investment | $1,993.50 | $3,000.00 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $14,613.55 | $2,577.00 |
Average age group | > 35 | > 35 |
Pros and Cons
AESG | BBOZ | |
|---|---|---|
Pros |
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Cons |
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AESG | BBOZ |
|---|---|
Lower management fee | Higher management fee |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |