Compare AU
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 Australian Strong Bear (Hedge Fund) (BBOZ) and the BetaShares Global Income Leaders 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 | 16 | 13 |
Median incremental investment | $2,993.50 | $1,240.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,349.12 | $4,776.15 |
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. The fund aims to track the performance of an index (before fees and expenses) that comprises 100 high-yielding global companies (ex-Australia) selected for their potential to generate attractive and sustainable income. |
Top 3 holdings | SPI 200 FUTURES SEP24 (0 %) AUD - AUSTRALIA DOLLAR (92.11 %) BETASHARES AUSTRALIAN CASH PLUS FUND (7.89 %) | ALTRIA GROUP INC (3.34 %) AT&T INC (2.08 %) VERIZON COMMUNICATIONS INC (1.92 %) |
Top 3 industries | Other (68.91 %) Communication Services (31.09 %) | Other (30.45 %) Utilities (24.29 %) Consumer Staples (11.82 %) |
Top 3 countries | United States (70.82 %) Korea (4.54 %) Hong Kong (3.66 %) | |
Management fee | 1.38 % | 0.45 % |
Key Summary
BBOZ | INCM | |
|---|---|---|
Issuer | BetaShares | BetaShares |
Tracking index | Nasdaq Global Income Leaders Index - USD-US Dollar | |
Asset class | ETF | ETF |
Management fee | 1.38 % | 0.45 % |
Price | $24.47 | $18.73 |
Size | $300.594 million | $35.332 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 0.53 % | 4.13 % |
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 | 16 | 13 |
Median incremental investment | $2,993.50 | $1,240.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,349.12 | $4,776.15 |
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 |