Compare AU

Compare BBOZ vs. IHCB

Compare shares and ETFs on the ASX that you can trade on Pearler.

BetaShares Australian Strong Bear (Hedge Fund)

ASX

Buy

Buy

Overview
Performance

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 iShares Core Global Corporate Bond(Aud Hedged) ETF (IHCB). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

BBOZ

IHCB

Popularity

Low

Low

Pearlers invested

16

4

Median incremental investment

$3,000.00

$2,790.50

Median investment frequency

Monthly

Fortnightly

Median total investment

$3,271.86

$4,068.19

Average age group

> 35

26 - 35


Key Summary

BBOZ

IHCB

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)

IHCB.AX was created on 2015-12-04 by iShares. The fund's investment portfolio concentrates primarily on investment grade fixed income. The Fund aims to provide investors with the performance of an index, before fees and expenses (including the cost of hedging). The index is designed to measure the AUD hedged performance of the global investment grade corporate fixedrate debt market.

Top 3 holdings

SPI 200 FUTURES SEP24 (0 %)

AUD - AUSTRALIA DOLLAR (92.11 %)

BETASHARES AUSTRALIAN CASH PLUS FUND (7.89 %)

ISH GLBL CRP BND ETF USD DIST (102.42 %)

USD CASH (0.09 %)

AUD CASH (0.02 %)

Top 3 industries

Other (68.91 %)

Communication Services (31.09 %)

Other (82.47 %)

Communication Services (0.00 %)

Top 3 countries

Management fee

1.38 %

0.27 %


Key Summary

BBOZ

IHCB

Issuer

BetaShares

iShares

Tracking index

Bloomberg Barclays Global Aggregate Corporate Hedged to AUD Index - AUD

Asset class

ETF

ETF

Management fee

1.38 %

0.27 %

Price

$26.28

$91.42

Size

$265.186 million

$307.839 million

10Y return

N/A

N/A

Annual distribution yield (5Y)

0.53 %

3.35 %

Market

ASX

ASX

First listed date

20/04/2015

09/12/2015

Purchase fee

$6.50

$6.50


Community Stats

BBOZ

IHCB

Popularity

Low

Low

Pearlers invested

16

4

Median incremental investment

$3,000.00

$2,790.50

Median investment frequency

Monthly

Fortnightly

Median total investment

$3,271.86

$4,068.19

Average age group

> 35

26 - 35


Pros and Cons

BBOZ

IHCB

Pros

  • Higher price growth

  • Lower management fee

  • Higher distribution yield

Cons

  • Higher management fee

  • Lower distribution yield

  • Lower price growth

BBOZ

IHCB

Higher management fee

Lower management fee

Higher price growth

Lower price growth

Lower distribution yield

Higher distribution yield

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