Compare AU
Compare BBOZ vs. HVST
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 BetaShares Australian Dividend Harvester Fund (Managed Fund) (HVST). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
BBOZ | HVST | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 16 | 51 |
Median incremental investment | $2,993.50 | $993.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,349.12 | $3,249.72 |
Average age group | > 35 | > 35 |
Key Summary
BBOZ | HVST | |
|---|---|---|
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) | HVST.AX was created on 2014-10-29 by BetaShares. The fund's investment portfolio concentrates primarily on large cap equity. The ETF currently has 226.57m in AUM and 54 holdings. HVST.AX aims to provide exposure to large-cap Australian shares, along with the potential for franked income that is at least 1.5x the yield of the Australian broad sharemarket on an annual basis. |
Top 3 holdings | SPI 200 FUTURES SEP24 (0 %) AUD - AUSTRALIA DOLLAR (92.11 %) BETASHARES AUSTRALIAN CASH PLUS FUND (7.89 %) | BETASHARES AUSTRALIA 200 ETF (24.70 %) COMMONWEALTH BANK OF AUSTRALIA (10.55 %) BETASHARES AUSTRALIAN RESOURCE (9.04 %) |
Top 3 industries | Other (68.91 %) Communication Services (31.09 %) | Other (47.20 %) Financials (16.27 %) Health Care (6.88 %) |
Top 3 countries | Australia (97.05 %) United States (2.00 %) United Kingdom of Great Britain and Northern Ireland (0.56 %) | |
Management fee | 1.38 % | 0.65 % |
Key Summary
BBOZ | HVST | |
|---|---|---|
Issuer | BetaShares | BetaShares |
Tracking index | ||
Asset class | ETF | ETF |
Management fee | 1.38 % | 0.65 % |
Price | $24.47 | $13.77 |
Size | $300.594 million | $233.803 million |
10Y return | N/A | -44.25 % |
Annual distribution yield (5Y) | 0.53 % | 9.09 % |
Market | ASX | ASX |
First listed date | 20/04/2015 | 03/11/2014 |
Purchase fee | $6.50 | $6.50 |
Community Stats
BBOZ | HVST | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 16 | 51 |
Median incremental investment | $2,993.50 | $993.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,349.12 | $3,249.72 |
Average age group | > 35 | > 35 |
Pros and Cons
BBOZ | HVST | |
|---|---|---|
Pros |
|
|
Cons |
|
|
BBOZ | HVST |
|---|---|
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 |