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Compare BBOZ vs. ESGI
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 VanEck MSCI International Sustainable Equity ETF (ESGI). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
BBOZ | ESGI | |
|---|---|---|
Popularity | Low | Medium |
Pearlers invested | 13 | 1,245 |
Median incremental investment | $3,109.50 | $750.00 |
Median investment frequency | Monthly | Quarterly |
Median total investment | $2,222.00 | $2,032.52 |
Average age group | > 35 | 26 - 35 |
Key Summary
BBOZ | ESGI | |
|---|---|---|
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) | The fund exists to track the performance of the MSCI World ex-Australia ex-Fossil Fuel Select SRI and Low Carbon Capped Index before considering any fees, expenses, and taxes. |
Top 3 holdings | SPI 200 FUTURES JUN26 (0 %) AUD - AUSTRALIA DOLLAR (85.48 %) BETASHARES AUSTRALIAN CASH PLUS FUND (14.52 %) | ASML Holding NV (6.85 %) Applied Materials Inc (5.47 %) Palo Alto Networks Inc (2.65 %) |
Top 3 industries | Other (68.91 %) Communication Services (31.09 %) | Information Technology (68.85 %) Financials (20.56 %) Other (16.69 %) |
Top 3 countries | United States (46.53 %) Japan (13.58 %) Netherlands (9.23 %) | |
Management fee | 0.0138 % | 0.55 % |
Key Summary
BBOZ | ESGI | |
|---|---|---|
Issuer | BetaShares | VanEck |
Tracking index | MSCI World ex Australia ex Fossil Fuel Select SRI and Low Carbon Capped Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.0138 % | 0.55 % |
Price | $22.00 | $33.32 |
Size | $192.621 million | $224.924 million |
10Y return | -11.33 % | N/A |
Annual distribution yield (5Y) | 0.89 % | 4.24 % |
Market | ASX | ASX |
First listed date | 20/04/2015 | 08/03/2018 |
Purchase fee | $6.50 | $6.50 |
Community Stats
BBOZ | ESGI | |
|---|---|---|
Popularity | Low | Medium |
Pearlers invested | 13 | 1,245 |
Median incremental investment | $3,109.50 | $750.00 |
Median investment frequency | Monthly | Quarterly |
Median total investment | $2,222.00 | $2,032.52 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
BBOZ | ESGI | |
|---|---|---|
Pros |
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Cons |
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BBOZ | ESGI |
|---|---|
Lower exposure to US market | Higher exposure to US market |
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |