Compare AU
Compare BBOZ vs. AQLT
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 Australian Strong Bear (Hedge Fund) (BBOZ) and the BetaShares Australian Quality ETF (AQLT). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
BBOZ | AQLT | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 16 | 37 |
Median incremental investment | $3,000.00 | $3,868.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,756.94 | $5,308.93 |
Average age group | > 35 | > 35 |
Key Summary
BBOZ | AQLT | |
|---|---|---|
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) | AQLT.AX was created on 2022-04-04 by BetaShares. The fund's investment portfolio concentrates primarily on total market equity. The ETF currently has 271.68m in AUM and 38 holdings. AQLT.AX aims to track an index (before fees and expenses) that comprises 40 high quality companies, selected based on three quality metrics high return on equity, low leverage and relative earnings stability. |
Top 3 holdings | SPI 200 FUTURES SEP24 (0 %) AUD - AUSTRALIA DOLLAR (92.11 %) BETASHARES AUSTRALIAN CASH PLUS FUND (7.89 %) | SPI 200 FUTURES SEP24 (0 %) TELSTRA GROUP LTD (6.82 %) COMMONWEALTH BANK OF AUSTRALIA (6.09 %) |
Top 3 industries | Other (68.91 %) Communication Services (31.09 %) | Financials (37.43 %) Materials (13.28 %) Consumer Discretionary (10.82 %) |
Top 3 countries | Australia (95.56 %) United States (3.31 %) China (1.13 %) | |
Management fee | 1.38 % | 0.35 % |
Key Summary
BBOZ | AQLT | |
|---|---|---|
Issuer | BetaShares | BetaShares |
Tracking index | Solactive Australia 200 Index - AUD | |
Asset class | ETF | ETF |
Management fee | 1.38 % | 0.35 % |
Price | $25.13 | $31.79 |
Size | $300.594 million | $298.519 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 0.53 % | 2.12 % |
Market | ASX | ASX |
First listed date | 20/04/2015 | 05/04/2022 |
Purchase fee | $6.50 | $6.50 |
Community Stats
BBOZ | AQLT | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 16 | 37 |
Median incremental investment | $3,000.00 | $3,868.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,756.94 | $5,308.93 |
Average age group | > 35 | > 35 |
Pros and Cons
BBOZ | AQLT | |
|---|---|---|
Pros |
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Cons |
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BBOZ | AQLT |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Lower exposure to US market | Higher exposure to US market |
Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |