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Compare BBOZ vs. INCM
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 Betashares S&P Global High Dividend Aristocrat ETF (INCM). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
BBOZ | INCM | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 13 | 84 |
Median incremental investment | $3,054.75 | $1,214.53 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,020.47 | $1,577.88 |
Average age group | > 35 | > 35 |
Key Summary
BBOZ | INCM | |
|---|---|---|
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) | INCM.AX was created on 2018-10-18 by BetaShares. The fund's investment portfolio concentrates primarily on high dividend yield equity. INCM.AX aims to track the performance of an index (before fees and expenses) that provides exposure to companies which have increased or maintained dividends every year for at least 10 consecutive years within developed markets outside of Australia. |
Top 3 holdings | SPI 200 FUTURES MAR26 (0 %) AUD - AUSTRALIA DOLLAR (83.25 %) BETASHARES AUSTRALIAN CASH PLUS FUND (16.75 %) | MICROSOFT CORP (5.89 %) APPLE INC (5.26 %) BROADCOM INC (5.20 %) |
Top 3 industries | Other (68.91 %) Communication Services (31.09 %) | Other (28.08 %) Information Technology (25.00 %) Health Care (8.90 %) |
Top 3 countries | United States (71.61 %) Switzerland (7.41 %) Japan (6.66 %) | |
Management fee | 1.38 % | 0.45 % |
Key Summary
BBOZ | INCM | |
|---|---|---|
Issuer | BetaShares | BetaShares |
Tracking index | S&P World Ex-Australia High Yield Dividend Aristocrats Select Index - AUD - Benchmark TR Net | |
Asset class | ETF | ETF |
Management fee | 1.38 % | 0.45 % |
Price | $21.73 | $19.48 |
Size | $160.110 million | $84.498 million |
10Y return | -32.16 % | N/A |
Annual distribution yield (5Y) | 0.89 % | 4.32 % |
Market | ASX | ASX |
First listed date | 20/04/2015 | 22/10/2018 |
Purchase fee | $6.50 | $6.50 |
Community Stats
BBOZ | INCM | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 13 | 84 |
Median incremental investment | $3,054.75 | $1,214.53 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,020.47 | $1,577.88 |
Average age group | > 35 | > 35 |
Pros and Cons
BBOZ | INCM | |
|---|---|---|
Pros |
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Cons |
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BBOZ | INCM |
|---|---|
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 |