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Compare BBOZ vs. GOAT
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 Morningstar International Wide Moat ETF (GOAT). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
BBOZ | GOAT | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 13 | 57 |
Median incremental investment | $3,298.30 | $750.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,095.75 | $2,691.81 |
Average age group | > 35 | > 35 |
Key Summary
BBOZ | GOAT | |
|---|---|---|
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) | GOAT.AX was created on 2020-09-08 by VanEck. The fund's investment portfolio concentrates primarily on total market equity. Each Fund aims to provide investment returns before fees and other costs which track the performance of the Reference Index in Australian dollars. Each Fund does not aim to perfectly replicate the Reference Index on a one-to-one basis. |
Top 3 holdings | SPI 200 FUTURES JUN26 (0 %) AUD - AUSTRALIA DOLLAR (83.24 %) BETASHARES AUSTRALIAN CASH PLUS FUND (16.76 %) | NXP Semiconductors NV (2.88 %) Murata Manufacturing Co Ltd (2.68 %) Etsy Inc (2.64 %) |
Top 3 industries | Other (68.91 %) Communication Services (31.09 %) | Consumer Discretionary (29.90 %) Other (20.97 %) Consumer Staples (20.74 %) |
Top 3 countries | United States (39.56 %) Netherlands (13.15 %) Japan (10.20 %) | |
Management fee | 1.38 % | 0.55 % |
Key Summary
BBOZ | GOAT | |
|---|---|---|
Issuer | BetaShares | VanEck |
Tracking index | Morningstar Developed Markets ex-Australia Wide Moat Focus Index | |
Asset class | ETF | ETF |
Management fee | 1.38 % | 0.55 % |
Price | $20.45 | $27.12 |
Size | $171.681 million | $60.949 million |
10Y return | -19.46 % | N/A |
Annual distribution yield (5Y) | 0.89 % | 3.84 % |
Market | ASX | ASX |
First listed date | 20/04/2015 | 09/09/2020 |
Purchase fee | $6.50 | $6.50 |
Community Stats
BBOZ | GOAT | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 13 | 57 |
Median incremental investment | $3,298.30 | $750.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,095.75 | $2,691.81 |
Average age group | > 35 | > 35 |
Pros and Cons
BBOZ | GOAT | |
|---|---|---|
Pros |
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Cons |
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BBOZ | GOAT |
|---|---|
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 |