Compare AU
Compare BANK 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, shares and ETFs are a popular choice. Two options in the ASX are BANK and BBOZ. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
BANK | BBOZ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 15 | 16 |
Median incremental investment | $998.75 | $2,993.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,005.00 | $2,349.12 |
Average age group | > 35 | > 35 |
Key Summary
BANK | BBOZ | |
|---|---|---|
Strategy | BANK.AX was created on 2024-07-22 by Global X. The fund's investment portfolio concentrates primarily on investment grade fixed income. The investment objective of the Fund is to provide investors a return (before fees and expenses) that tracks the performance of the Solactive Australian Bank Credit Index, a published index, by holding a portfolio of Bonds and Hybrid Securities that may comprise all or a representation of the securities comprising the Index. | 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 | Global X Australian Bank Credit ETF (100 %) | SPI 200 FUTURES SEP24 (0 %) AUD - AUSTRALIA DOLLAR (92.11 %) BETASHARES AUSTRALIAN CASH PLUS FUND (7.89 %) |
Top 3 industries | Other (68.91 %) Communication Services (31.09 %) | |
Top 3 countries | ||
Management fee | 0.25 % | 1.38 % |
Key Summary
BANK | BBOZ | |
|---|---|---|
Issuer | Global X | BetaShares |
Tracking index | Solactive Australian Bank Credit Index - AUD - Benchmark TR Gross | |
Asset class | ETF | ETF |
Management fee | 0.25 % | 1.38 % |
Price | $10.05 | $24.39 |
Size | $34.263 million | $300.594 million |
10Y return | N/A | N/A |
Annual dividend/ distribution yield (5Y) | 0.32 % | 0.53 % |
Market | ASX | ASX |
First listed date | 23/07/2024 | 20/04/2015 |
Purchase fee | $6.50 | $6.50 |
Community Stats
BANK | BBOZ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 15 | 16 |
Median incremental investment | $998.75 | $2,993.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,005.00 | $2,349.12 |
Average age group | > 35 | > 35 |
Pros and Cons
BANK | BBOZ | |
|---|---|---|
Pros |
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Cons |
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BANK | BBOZ |
|---|---|
Lower management fee | Higher management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |