Compare AU

Compare BBOZ vs. DGGF

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 Ethical Diversified Growth ETF (DGGF). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

BBOZ

DGGF

Popularity

Low

Low

Pearlers invested

16

24

Median incremental investment

$3,000.00

$990.50

Median investment frequency

Monthly

Monthly

Median total investment

$3,271.86

$2,450.43

Average age group

> 35

> 35


Key Summary

BBOZ

DGGF

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)

DGGF.AX was created on 2019-12-05 by BetaShares. The fund's investment portfolio concentrates primarily on target risk asset allocation. The Fund will aim to: provide investors with a broadly diversified portfolio consistent with a growth risk-return profile, comprising investments selected according to ethical investment considerations

Top 3 holdings

SPI 200 FUTURES SEP24 (0 %)

AUD - AUSTRALIA DOLLAR (92.11 %)

BETASHARES AUSTRALIAN CASH PLUS FUND (7.89 %)

BETASHARES SUSTAINABILITY LEAD (30.71 %)

BETASHARES GLOBAL SUSTAINABILI (30.15 %)

BETASHARES AUSTRALIAN SUSTAINA (25.95 %)

Top 3 industries

Other (68.91 %)

Communication Services (31.09 %)

Other (99.70 %)

Communication Services (0.30 %)

Top 3 countries

United States (49.43 %)

Australia (33.86 %)

Japan (4.93 %)

Management fee

1.38 %

0.26 %


Key Summary

BBOZ

DGGF

Issuer

BetaShares

BetaShares

Tracking index

Asset class

ETF

ETF

Management fee

1.38 %

0.26 %

Price

$26.28

$28.66

Size

$265.186 million

$50.231 million

10Y return

N/A

N/A

Annual distribution yield (5Y)

0.53 %

4.05 %

Market

ASX

ASX

First listed date

20/04/2015

09/12/2019

Purchase fee

$6.50

$6.50


Community Stats

BBOZ

DGGF

Popularity

Low

Low

Pearlers invested

16

24

Median incremental investment

$3,000.00

$990.50

Median investment frequency

Monthly

Monthly

Median total investment

$3,271.86

$2,450.43

Average age group

> 35

> 35


Pros and Cons

BBOZ

DGGF

Pros

  • Higher price growth

  • Higher exposure to AU market

  • Higher exposure to US market

  • Lower management fee

  • Higher distribution yield

Cons

  • Lower exposure to AU market

  • Lower exposure to US market

  • Higher management fee

  • Lower distribution yield

  • Lower price growth

BBOZ

DGGF

Lower exposure to AU market

Higher exposure to AU market

Lower exposure to US market

Higher exposure to US market

Higher management fee

Lower management fee

Higher price growth

Lower price growth

Lower distribution yield

Higher distribution yield

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