Compare AU
Compare BBOZ vs. EIGA
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 Perennial Income Generator Fund (Managed Fund) (EIGA). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
BBOZ | EIGA | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 16 | 62 |
Median incremental investment | $3,000.00 | $599.39 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,271.86 | $1,486.08 |
Average age group | > 35 | > 35 |
Key Summary
BBOZ | EIGA | |
|---|---|---|
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) | EIGA.AX was created on 2018-05-07 by Perennial. The fund's investment portfolio concentrates primarily on total market equity. The objective of the Fund is to provide investors with an attractive level of tax effective income, paid via monthly distributions. The Fund aims to provide a gross yield, adjusted for applicable franking credits, above that provided by the S&P/ASX 300 Franking Credit Adjusted Daily Total Return Index (Tax-Exempt). |
Top 3 holdings | SPI 200 FUTURES SEP24 (0 %) AUD - AUSTRALIA DOLLAR (92.11 %) BETASHARES AUSTRALIAN CASH PLUS FUND (7.89 %) | BHP Group Ltd (13.12 %) Commonwealth Bank of Australia (6.19 %) CSL Ltd (6.01 %) |
Top 3 industries | Other (68.91 %) Communication Services (31.09 %) | Materials (36.73 %) Financials (26.98 %) Health Care (10.75 %) |
Top 3 countries | Australia (97.92 %) United States (2.08 %) | |
Management fee | 1.38 % | 0.8 % |
Key Summary
BBOZ | EIGA | |
|---|---|---|
Issuer | BetaShares | Perennial |
Tracking index | S&P/ASX 300 Franking Credit Adjusted Daily Total Return Index - AUD - Benchmark TR Net | |
Asset class | ETF | ETF |
Management fee | 1.38 % | 0.8 % |
Price | $26.28 | $3.84 |
Size | $265.186 million | N/A |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 0.53 % | 6.44 % |
Market | ASX | ASX |
First listed date | 20/04/2015 | 07/05/2018 |
Purchase fee | $6.50 | $6.50 |
Community Stats
BBOZ | EIGA | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 16 | 62 |
Median incremental investment | $3,000.00 | $599.39 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,271.86 | $1,486.08 |
Average age group | > 35 | > 35 |
Pros and Cons
BBOZ | EIGA | |
|---|---|---|
Pros |
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Cons |
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BBOZ | EIGA |
|---|---|
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 |