Compare AU
Compare BBOZ vs. IHOO
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 iShares Global 100 Aud Hedged ETF (IHOO). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
BBOZ | IHOO | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 14 | 14 |
Median incremental investment | $3,000.00 | $2,000.00 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $3,137.40 | $7,922.43 |
Average age group | > 35 | > 35 |
Key Summary
BBOZ | IHOO | |
|---|---|---|
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) | IHOO.AX was created on 2014-12-15 by iShares. The fund's investment portfolio concentrates primarily on large cap equity. The fund aims to provide investors with the performance of the S&P Global 100 Hedged AUD Index, before fees and expenses. The index is designed to measure the AUD hedged performance of 100 multi-national, blue chip companies of major importance in global equity markets |
Top 3 holdings | SPI 200 FUTURES MAR25 (0 %) AUD - AUSTRALIA DOLLAR (87.78 %) BETASHARES AUSTRALIAN CASH PLUS FUND (12.22 %) | APPLE INC (11.77 %) NVIDIA CORP (11.44 %) MICROSOFT CORP (10.80 %) |
Top 3 industries | Other (68.91 %) Communication Services (31.09 %) | Information Technology (42.76 %) Consumer Discretionary (10.41 %) Financials (9.81 %) |
Top 3 countries | United States (81.06 %) United Kingdom of Great Britain and Northern Ireland (4.32 %) Switzerland (3.26 %) | |
Management fee | 1.38 % | 0.43 % |
Key Summary
BBOZ | IHOO | |
|---|---|---|
Issuer | BetaShares | iShares |
Tracking index | S&P Global 100 Hedged to AUD Index - AUD | |
Asset class | ETF | ETF |
Management fee | 1.38 % | 0.43 % |
Price | $25.20 | $186.41 |
Size | $219.883 million | $509.364 million |
10Y return | N/A | 94.18 % |
Annual distribution yield (5Y) | 0.53 % | 5.07 % |
Market | ASX | ASX |
First listed date | 20/04/2015 | 18/12/2014 |
Purchase fee | $6.50 | $6.50 |
Community Stats
BBOZ | IHOO | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 14 | 14 |
Median incremental investment | $3,000.00 | $2,000.00 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $3,137.40 | $7,922.43 |
Average age group | > 35 | > 35 |
Pros and Cons
BBOZ | IHOO | |
|---|---|---|
Pros |
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Cons |
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BBOZ | IHOO |
|---|---|
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 |