Compare AU

Compare BBFD vs. WRLD

Compare shares and ETFs on the ASX that you can trade on Pearler.

BetaShares Geared Short Us Tr Bond Ch (Hedge Fund)

ASX

Buy

Buy

Overview
Performance

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 WRLD. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

BBFD

WRLD

Popularity

N/A

Low

Pearlers invested

0

3

Median incremental investment

$0

$2,002.75

Median investment frequency

N/A

Quarterly

Median total investment

$0

$2,709.20

Average age group

N/A

26 - 35


Key Summary

BBFD

WRLD

Strategy

N/A

WRLD.AX was created on 2015-12-16 by BetaShares. The fund's investment portfolio concentrates primarily on total market equity. The fund aims to provide exposure to a broadly diversified portfolio of global shares, whilereducing the volatility of the equity investment returns and defending against losses in decliningmarkets.

Top 3 holdings

BetaShares Geared Short Us Tr Bond Ch (Hedge Fund) (100 %)

APPLE INC (5.62 %)

NVIDIA CORP (4.86 %)

MICROSOFT CORP (4.75 %)

Top 3 industries

Other (29.91 %)

Information Technology (23.98 %)

Health Care (8.49 %)

Top 3 countries

United States (71.69 %)

Japan (6.93 %)

United Kingdom of Great Britain and Northern Ireland (3.99 %)

Management fee

0 %

0.54 %


Key Summary

BBFD

WRLD

Issuer

BetaShares

Tracking index

Asset class

Stock

ETF

Management fee

0 %

0.54 %

Price

$18.98

$20.84

Size

N/A

$52.865 million

10Y return

N/A

N/A

Annual dividend/โ€Šdistribution yield (5Y)

1.28 %

1.79 %

Market

ASX

ASX

First listed date

05/12/2023

21/12/2015

Purchase fee

$6.50

$6.50


Community Stats

BBFD

WRLD

Popularity

N/A

Low

Pearlers invested

0

3

Median incremental investment

$0

$2,002.75

Median investment frequency

N/A

Quarterly

Median total investment

$0

$2,709.20

Average age group

N/A

26 - 35


Pros and Cons

BBFD

WRLD

Pros

  • Exposure to more markets and sectors

  • Higher price growth

  • Higher dividend/distribution yield

Cons

  • Exposure to 1 market and 1 sector only

  • Lower price growth

  • Lower dividend/distribution yield

BBFD

WRLD

Exposure to 1 market and 1 sector only

Exposure to more markets and sectors

Lower price growth

Higher price growth

Lower dividend/distribution yield

Higher dividend/distribution yield

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