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Compare ALPH 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 Schroder Global Equity Alpha Fund - Active ETF (ALPH) 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
ALPH | BBOZ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 3 | 13 |
Median incremental investment | $1,309.00 | $3,109.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,231.65 | $2,077.57 |
Average age group | 26 - 35 | > 35 |
Key Summary
ALPH | BBOZ | |
|---|---|---|
Strategy | ALPH.AX was created on 2024-12-04 by Schroder. The fund's investment portfolio concentrates primarily on total market equity. To provide capital growth in excess of the MSCI All Country World Index (Net TR) Index before fees over a three to five year period by investing in equities of companies worldwide. | 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 | NVIDIA Corp (6.06 %) Alphabet Inc Class A (5.29 %) Microsoft Corp (4.01 %) | SPI 200 FUTURES JUN26 (0 %) AUD - AUSTRALIA DOLLAR (85.08 %) BETASHARES AUSTRALIAN CASH PLUS FUND (14.92 %) |
Top 3 industries | Other (68.91 %) Communication Services (31.09 %) | |
Top 3 countries | United States (67.41 %) United Kingdom of Great Britain and Northern Ireland (8.70 %) Japan (4.46 %) | |
Management fee | 0 % | 1.38 % |
Key Summary
ALPH | BBOZ | |
|---|---|---|
Issuer | Schroder | BetaShares |
Tracking index | ||
Asset class | ETF | ETF |
Management fee | 0 % | 1.38 % |
Price | $10.71 | $20.57 |
Size | N/A | $203.567 million |
10Y return | N/A | -20.67 % |
Annual distribution yield (5Y) | 0.54 % | 0.89 % |
Market | ASX | ASX |
First listed date | 08/12/2024 | 20/04/2015 |
Purchase fee | $6.50 | $6.50 |
Community Stats
ALPH | BBOZ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 3 | 13 |
Median incremental investment | $1,309.00 | $3,109.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,231.65 | $2,077.57 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
ALPH | BBOZ | |
|---|---|---|
Pros |
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Cons |
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ALPH | BBOZ |
|---|---|
Higher exposure to US market | Lower exposure to US market |
Lower management fee | Higher management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |