Compare AU
Compare BBOZ vs. BNDS
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 Westn Asset Aus Bond Fund (Managed Fund) (BNDS). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
BBOZ | BNDS | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 16 | 13 |
Median incremental investment | $3,000.00 | $707.68 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,271.86 | $916.50 |
Average age group | > 35 | > 35 |
Key Summary
BBOZ | BNDS | |
|---|---|---|
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) | BNDS.AX was created on 2018-11-07 by BetaShares. The fund's investment portfolio concentrates primarily on broad credit fixed income. The Fund aims to earn an after fee return in excess of the Bloomberg AusBond Composite 0+yr Index over rolling three year periods. |
Top 3 holdings | SPI 200 FUTURES SEP24 (0 %) AUD - AUSTRALIA DOLLAR (92.11 %) BETASHARES AUSTRALIAN CASH PLUS FUND (7.89 %) | AUSTRALIAN GOVERNMENT 2.75% MAY-41 (2.26 %) AUSTRALIAN GOVERNMENT 3.5% DEC-34 (1.63 %) AUSTRALIAN GOVERNMENT 3.75% MAY-34 (1.61 %) |
Top 3 industries | Other (68.91 %) Communication Services (31.09 %) | Other (99.56 %) Communication Services (0.44 %) |
Top 3 countries | ||
Management fee | 1.38 % | 0.42 % |
Key Summary
BBOZ | BNDS | |
|---|---|---|
Issuer | BetaShares | BetaShares |
Tracking index | Bloomberg AusBond Composite Index - AUD | |
Asset class | ETF | ETF |
Management fee | 1.38 % | 0.42 % |
Price | $26.28 | $23.50 |
Size | $265.186 million | $786.559 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 0.53 % | 2.44 % |
Market | ASX | ASX |
First listed date | 20/04/2015 | 16/11/2018 |
Purchase fee | $6.50 | $6.50 |
Community Stats
BBOZ | BNDS | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 16 | 13 |
Median incremental investment | $3,000.00 | $707.68 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,271.86 | $916.50 |
Average age group | > 35 | > 35 |
Pros and Cons
BBOZ | BNDS | |
|---|---|---|
Pros |
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Cons |
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BBOZ | BNDS |
|---|---|
Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |