Compare AU

Compare BBOZ vs. 5GOV

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

BetaShares Australian Strong Bear (Hedge Fund)

ASX

Buy

Buy

Overview
Performance

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 Australian Strong Bear (Hedge Fund) (BBOZ) and the VanEck 5-10 Year Australian Government Bond ETF (5GOV). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

BBOZ

5GOV

Popularity

Low

Low

Pearlers invested

16

2

Median incremental investment

$3,000.00

$220.00

Median investment frequency

Monthly

Fortnightly

Median total investment

$3,715.08

$1,640.84

Average age group

> 35

26 - 35


Key Summary

BBOZ

5GOV

Strategy

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)

5GOV.AX was created on 2023-09-26 by VanEck. The fund's investment portfolio concentrates primarily on investment grade fixed income. Fund aims to provide an investment return before fees and other costs which tracks the performance of S&P/ASX Government Bond 5-10 Year Index in Australian dollars.

Top 3 holdings

SPI 200 FUTURES SEP24 (0 %)

AUD - AUSTRALIA DOLLAR (92.11 %)

BETASHARES AUSTRALIAN CASH PLUS FUND (7.89 %)

Australia (Commonwealth of) (6.50 %)

Australia (Commonwealth of) (5.68 %)

Australia (Commonwealth of) (5.57 %)

Top 3 industries

Other (68.91 %)

Communication Services (31.09 %)

Top 3 countries

Management fee

1.38 %

0.22 %


Key Summary

BBOZ

5GOV

Issuer

BetaShares

VanEck

Tracking index

S&P/ASX Government Bond 5-10 Year Index - AUD - Benchmark TR Gross

Asset class

ETF

ETF

Management fee

1.38 %

0.22 %

Price

$24.85

$52.09

Size

$300.594 million

$49.843 million

10Y return

N/A

N/A

Annual distribution yield (5Y)

0.53 %

0.57 %

Market

ASX

ASX

First listed date

20/04/2015

27/09/2023

Purchase fee

$6.50

$6.50


Community Stats

BBOZ

5GOV

Popularity

Low

Low

Pearlers invested

16

2

Median incremental investment

$3,000.00

$220.00

Median investment frequency

Monthly

Fortnightly

Median total investment

$3,715.08

$1,640.84

Average age group

> 35

26 - 35


Pros and Cons

BBOZ

5GOV

Pros

  • Higher price growth

  • Lower management fee

  • Higher distribution yield

Cons

  • Higher management fee

  • Lower distribution yield

  • Lower price growth

BBOZ

5GOV

Higher management fee

Lower management fee

Higher price growth

Lower price growth

Lower distribution yield

Higher distribution yield

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