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Compare BBOZ vs. GMVW
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 Geared Australian Equal Weight Complex ETF (GMVW). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
BBOZ | GMVW | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 13 | 10 |
Median incremental investment | $3,054.75 | $1,045.25 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,254.32 | $10,090.10 |
Average age group | > 35 | > 35 |
Key Summary
BBOZ | GMVW | |
|---|---|---|
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) | GMVW.AX was created on 2024-02-27 by VanEck. The fund's investment portfolio concentrates primarily on large cap equity. The Fund has a target gearing ratio of 45% to 60%. The gearing ratio may change due to factors such as market movements, applications, redemptions, borrowing costs, expected dividends or changes to the amount borrowed and any restrictions in borrowing agreements. |
Top 3 holdings | SPI 200 FUTURES DEC26 (0 %) AUD - AUSTRALIA DOLLAR (81.70 %) BETASHARES AUSTRALIAN CASH PLUS FUND (18.30 %) | VanEck Australian Equal Wt ETF (225.32 %) |
Top 3 industries | Other (68.91 %) Communication Services (31.09 %) | |
Top 3 countries | Australia (100.00 %) | |
Management fee | 1.38 % | 0.35 % |
Key Summary
BBOZ | GMVW | |
|---|---|---|
Issuer | BetaShares | VanEck |
Tracking index | ||
Asset class | ETF | ETF |
Management fee | 1.38 % | 0.35 % |
Price | $22.03 | $38.40 |
Size | $164.523 million | $42.869 million |
10Y return | 4.46 % | N/A |
Annual distribution yield (5Y) | 0.67 % | 4.47 % |
Market | ASX | ASX |
First listed date | 20/04/2015 | 28/02/2024 |
Purchase fee | $6.50 | $6.50 |
Community Stats
BBOZ | GMVW | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 13 | 10 |
Median incremental investment | $3,054.75 | $1,045.25 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,254.32 | $10,090.10 |
Average age group | > 35 | > 35 |
Pros and Cons
BBOZ | GMVW | |
|---|---|---|
Pros |
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Cons |
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BBOZ | GMVW |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |