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Compare BBOZ vs. BBFD
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 Aus Equities Strong Bear Complex ETF (BBOZ) and the Betashares Geared Short Us Tr Bond Ch Complex ETF (BBFD). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
BBOZ | BBFD | |
|---|---|---|
Popularity | Low | N/A |
Pearlers invested | 12 | 0 |
Median incremental investment | $3,054.75 | $0 |
Median investment frequency | Monthly | N/A |
Median total investment | $2,560.89 | $0 |
Average age group | > 35 | N/A |
Key Summary
BBOZ | BBFD | |
|---|---|---|
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) | N/A |
Top 3 holdings | SPI 200 FUTURES MAR26 (0 %) AUD - AUSTRALIA DOLLAR (85.26 %) BETASHARES AUSTRALIAN CASH PLUS FUND (14.74 %) | US 10YR ULTRA FUT JUN26 (0 %) AUD - AUSTRALIA DOLLAR (101.61 %) USD - UNITED STATES DOLLAR (-1.61 %) |
Top 3 industries | Other (68.91 %) Communication Services (31.09 %) | |
Top 3 countries | ||
Management fee | 1.38 % | 0 % |
Key Summary
BBOZ | BBFD | |
|---|---|---|
Issuer | BetaShares | |
Tracking index | ||
Asset class | ETF | Stock |
Management fee | 1.38 % | 0 % |
Price | $21.43 | $18.48 |
Size | $192.360 million | N/A |
10Y return | -17.39 % | N/A |
Annual distribution yield (5Y) | 0.89 % | 3.20 % |
Market | ASX | ASX |
First listed date | 20/04/2015 | 05/12/2023 |
Purchase fee | $6.50 | $6.50 |
Community Stats
BBOZ | BBFD | |
|---|---|---|
Popularity | Low | N/A |
Pearlers invested | 12 | 0 |
Median incremental investment | $3,054.75 | $0 |
Median investment frequency | Monthly | N/A |
Median total investment | $2,560.89 | $0 |
Average age group | > 35 | N/A |
Pros and Cons
BBOZ | BBFD | |
|---|---|---|
Pros |
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Cons |
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BBOZ | BBFD |
|---|---|
Exposure to more markets and sectors | Exposure to 1 market and 1 sector only |
Higher price growth | Lower price growth |
Lower dividend/distribution yield | Higher dividend/distribution yield |