Compare AU

Compare BBOZ vs. BBUS

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 BetaShares Us Eqy Strong Bear - Ch (Hedge Fund) (BBUS). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

BBOZ

BBUS

Popularity

Low

Low

Pearlers invested

16

11

Median incremental investment

$3,000.00

$4,993.50

Median investment frequency

Monthly

Monthly

Median total investment

$3,679.20

$1,819.68

Average age group

> 35

> 35


Key Summary

BBOZ

BBUS

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)

BBUS.AX was created on 2015-08-24 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 U.S. share market. It seeks to generate magnified returns that are negatively correlated to the returns of the U.S. share market (as measured by the S&P 500 index), hedged to Australian dollars.

Top 3 holdings

SPI 200 FUTURES SEP24 (0 %)

AUD - AUSTRALIA DOLLAR (92.11 %)

BETASHARES AUSTRALIAN CASH PLUS FUND (7.89 %)

S&P500 EMINI FUT SEP24 (0 %)

AUD - AUSTRALIA DOLLAR (98.14 %)

USD - UNITED STATES DOLLAR (1.86 %)

Top 3 industries

Other (68.91 %)

Communication Services (31.09 %)

Other (73.66 %)

Communication Services (26.34 %)

Top 3 countries

Management fee

1.38 %

1.38 %


Key Summary

BBOZ

BBUS

Issuer

BetaShares

BetaShares

Tracking index

Asset class

ETF

ETF

Management fee

1.38 %

1.38 %

Price

$24.85

$4.15

Size

$300.594 million

$132.477 million

10Y return

N/A

N/A

Annual distribution yield (5Y)

0.53 %

1.89 %

Market

ASX

ASX

First listed date

20/04/2015

26/08/2015

Purchase fee

$6.50

$6.50


Community Stats

BBOZ

BBUS

Popularity

Low

Low

Pearlers invested

16

11

Median incremental investment

$3,000.00

$4,993.50

Median investment frequency

Monthly

Monthly

Median total investment

$3,679.20

$1,819.68

Average age group

> 35

> 35


Pros and Cons

BBOZ

BBUS

Pros

  • Higher price growth

  • Higher distribution yield

Cons

  • Lower distribution yield

  • Lower price growth

BBOZ

BBUS

Higher price growth

Lower price growth

Lower distribution yield

Higher distribution yield

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