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Compare ATEC 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 Betashares S&P/ASX Australian Technology ETF (ATEC) 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
ATEC | BBOZ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 267 | 15 |
Median incremental investment | $993.50 | $3,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,064.27 | $3,492.72 |
Average age group | > 35 | > 35 |
Key Summary
ATEC | BBOZ | |
|---|---|---|
Strategy | ATEC.AX was created on 2020-03-04 by BetaShares. The fund's investment portfolio concentrates primarily on theme equity. The ETF currently has 381.1m in AUM and 42 holdings. The investment objective of the Fund is to provide an investment return that aims to track the performance of the S&P/ASX All Technology Index (the 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 | XERO LTD (10.42 %) WISETECH GLOBAL LTD (10.07 %) PRO MEDICUS LTD (9.98 %) | SPI 200 FUTURES SEP25 (0 %) AUD - AUSTRALIA DOLLAR (87.38 %) BETASHARES AUSTRALIAN CASH PLUS FUND (12.62 %) |
Top 3 industries | Information Technology (48.17 %) Communication Services (23.47 %) Health Care (9.93 %) | Other (68.91 %) Communication Services (31.09 %) |
Top 3 countries | Australia (82.51 %) New Zealand (10.88 %) United States (6.62 %) | |
Management fee | 0.48 % | 1.38 % |
Key Summary
ATEC | BBOZ | |
|---|---|---|
Issuer | BetaShares | BetaShares |
Tracking index | S&P/ASX All Technology Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.48 % | 1.38 % |
Price | $31.43 | $23.76 |
Size | $384.529 million | $232.111 million |
10Y return | N/A | -10.44 % |
Annual distribution yield (5Y) | 1.22 % | 1.34 % |
Market | ASX | ASX |
First listed date | 05/03/2020 | 20/04/2015 |
Purchase fee | $6.50 | $6.50 |
Community Stats
ATEC | BBOZ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 267 | 15 |
Median incremental investment | $993.50 | $3,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,064.27 | $3,492.72 |
Average age group | > 35 | > 35 |
Pros and Cons
ATEC | BBOZ | |
|---|---|---|
Pros |
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Cons |
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ATEC | BBOZ |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
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 |