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Compare BBOZ vs. IGB
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 iShares Treasury ETF (IGB). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
BBOZ | IGB | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 12 | 7 |
Median incremental investment | $3,298.30 | $842.93 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $2,700.70 | $2,311.44 |
Average age group | > 35 | 26 - 35 |
Key Summary
BBOZ | IGB | |
|---|---|---|
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) | IGB.AX was created on 2012-03-12 by iShares. The fund's investment portfolio concentrates primarily on investment grade fixed income. The ETF currently has 295.91m in AUM and 31 holdings. The Fund aims to provide investors with the performance of an index, before fees and expenses. The index is designed to measure the performance of the Australian bond market and is comprised of fixed income securities issued by the Australian Treasury. |
Top 3 holdings | SPI 200 FUTURES MAR26 (0 %) AUD - AUSTRALIA DOLLAR (84.09 %) BETASHARES AUSTRALIAN CASH PLUS FUND (15.91 %) | AUSTRALIA (COMMONWEALTH OF) RegS (5.50 %) AUSTRALIA (COMMONWEALTH OF) RegS (5.37 %) AUSTRALIA (COMMONWEALTH OF) RegS (5.32 %) |
Top 3 industries | Other (68.91 %) Communication Services (31.09 %) | Other (99.83 %) Communication Services (0.17 %) |
Top 3 countries | ||
Management fee | 1.38 % | 0.26 % |
Key Summary
BBOZ | IGB | |
|---|---|---|
Issuer | BetaShares | iShares |
Tracking index | Bloomberg AusBond Treasury (0+Y) | |
Asset class | ETF | ETF |
Management fee | 1.38 % | 0.26 % |
Price | $22.60 | $96.31 |
Size | $185.361 million | $295.969 million |
10Y return | -14.26 % | -7.03 % |
Annual distribution yield (5Y) | 0.89 % | 1.84 % |
Market | ASX | ASX |
First listed date | 20/04/2015 | 14/03/2012 |
Purchase fee | $6.50 | $6.50 |
Community Stats
BBOZ | IGB | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 12 | 7 |
Median incremental investment | $3,298.30 | $842.93 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $2,700.70 | $2,311.44 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
BBOZ | IGB | |
|---|---|---|
Pros |
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Cons |
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BBOZ | IGB |
|---|---|
Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |