Compare AU

Compare BBOZ vs. DFGH

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, shares and ETFs are a popular choice. Two options in the ASX are BBOZ and DFGH. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

BBOZ

DFGH

Popularity

Low

Low

Pearlers invested

14

9

Median incremental investment

$3,000.00

$14,027.90

Median investment frequency

Monthly

Monthly

Median total investment

$3,176.00

$15,471.09

Average age group

> 35

26 - 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 MAR25 (0 %)

AUD - AUSTRALIA DOLLAR (87.78 %)

BETASHARES AUSTRALIAN CASH PLUS FUND (12.22 %)

Dimensional Global Core Equity Trust Aud Hedged - Active ETF (100 %)

Top 3 industries

Other (68.91 %)

Communication Services (31.09 %)

Top 3 countries

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

$25.20

$35.73

Size

$219.883 million

N/A

10Y return

N/A

N/A

Annual distribution/β€Šdividend yield (5Y)

0.53 %

0.00 %

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

14

9

Median incremental investment

$3,000.00

$14,027.90

Median investment frequency

Monthly

Monthly

Median total investment

$3,176.00

$15,471.09

Average age group

> 35

26 - 35


Pros and Cons

BBOZ

DFGH

Pros

  • Higher price growth

  • Higher distribution yield

  • Lower management fee

Cons

  • Higher management fee

  • Lower price growth

  • Lower distribution yield

BBOZ

DFGH

Higher management fee

Lower management fee

Higher price growth

Lower price growth

Higher distribution yield

Lower distribution yield

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