Compare AU
Compare BBFD 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 BBFD and BBOZ. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
BBFD | BBOZ | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 16 |
Median incremental investment | $0 | $3,000.00 |
Median investment frequency | N/A | Monthly |
Median total investment | $0 | $3,271.86 |
Average age group | N/A | > 35 |
Key Summary
BBFD | BBOZ | |
|---|---|---|
Strategy | N/A | 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 | BetaShares Geared Short Us Tr Bond Ch (Hedge Fund) (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 % | 1.38 % |
Key Summary
BBFD | BBOZ | |
|---|---|---|
Issuer | BetaShares | |
Tracking index | ||
Asset class | Stock | ETF |
Management fee | 0 % | 1.38 % |
Price | $18.98 | $26.28 |
Size | N/A | $265.186 million |
10Y return | N/A | N/A |
Annual dividend/ distribution yield (5Y) | 1.28 % | 0.53 % |
Market | ASX | ASX |
First listed date | 05/12/2023 | 20/04/2015 |
Purchase fee | $6.50 | $6.50 |
Community Stats
BBFD | BBOZ | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 16 |
Median incremental investment | $0 | $3,000.00 |
Median investment frequency | N/A | Monthly |
Median total investment | $0 | $3,271.86 |
Average age group | N/A | > 35 |
Pros and Cons
BBFD | BBOZ | |
|---|---|---|
Pros |
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Cons |
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BBFD | BBOZ |
|---|---|
Exposure to 1 market and 1 sector only | Exposure to more markets and sectors |
Lower price growth | Higher price growth |
Higher dividend/distribution yield | Lower dividend/distribution yield |