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Compare BBOZ vs. DFGH
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 Dimensional Global Core Equity Trust Aud Hedged - Active ETF (DFGH). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
BBOZ | DFGH | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 13 | 14 |
Median incremental investment | $3,109.50 | $3,014.85 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,097.77 | $39,771.60 |
Average age group | > 35 | > 35 |
Key Summary
BBOZ | DFGH | |
|---|---|---|
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) | DFGH.AX was created on 2008-12-09 by Dimensional. The fund's investment portfolio concentrates primarily on total market equity. The investment objective of the Fund is to provide long-term capital growth by gaining exposure to a diversified portfolio of securities associated with approved developed markets (excluding Australia), with increased emphasis on higher expected return securities relative to a Market Capitalisation Weighted portfolio. |
Top 3 holdings | SPI 200 FUTURES JUN26 (0 %) AUD - AUSTRALIA DOLLAR (85.52 %) BETASHARES AUSTRALIAN CASH PLUS FUND (14.48 %) | NVIDIA Corp (3.78 %) Apple Inc (3.36 %) Microsoft Corp (2.41 %) |
Top 3 industries | Other (68.91 %) Communication Services (31.09 %) | Information Technology (62.57 %) Communication Services (13.21 %) Consumer Discretionary (11.87 %) |
Top 3 countries | United States (72.57 %) Japan (6.46 %) Canada (3.58 %) | |
Management fee | 1.38 % | 0.361 % |
Key Summary
BBOZ | DFGH | |
|---|---|---|
Issuer | BetaShares | Dimensional |
Tracking index | ||
Asset class | ETF | ETF |
Management fee | 1.38 % | 0.361 % |
Price | $20.74 | $43.47 |
Size | $182.833 million | N/A |
10Y return | -17.70 % | N/A |
Annual distribution yield (5Y) | 0.89 % | 0.01 % |
Market | ASX | ASX |
First listed date | 20/04/2015 | 12/11/2023 |
Purchase fee | $6.50 | $6.50 |
Community Stats
BBOZ | DFGH | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 13 | 14 |
Median incremental investment | $3,109.50 | $3,014.85 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,097.77 | $39,771.60 |
Average age group | > 35 | > 35 |
Pros and Cons
BBOZ | DFGH | |
|---|---|---|
Pros |
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Cons |
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BBOZ | DFGH |
|---|---|
Lower exposure to US market | Higher exposure to US market |
Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |