Compare AU

Compare BBOZ vs. JREG

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 Jpmorgan Gl Res En In Eq Active ETF (Managed Fund) (JREG). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

BBOZ

JREG

Popularity

Low

Low

Pearlers invested

16

2

Median incremental investment

$3,000.00

$4,496.75

Median investment frequency

Monthly

Fortnightly

Median total investment

$3,788.33

$6,383.90

Average age group

> 35

> 35


Key Summary

BBOZ

JREG

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)

JREG.AX was created on 2015-05-05 by JPMorgan. The fund's investment portfolio concentrates primarily on total market equity. To achieve a long-term return in excess of the benchmark,

Top 3 holdings

SPI 200 FUTURES SEP24 (0 %)

AUD - AUSTRALIA DOLLAR (92.11 %)

BETASHARES AUSTRALIAN CASH PLUS FUND (7.89 %)

Apple Inc (4.97 %)

Microsoft Corp (4.72 %)

NVIDIA Corp (4.59 %)

Top 3 industries

Other (68.91 %)

Communication Services (31.09 %)

Information Technology (55.25 %)

Other (13.13 %)

Communication Services (13.13 %)

Top 3 countries

United States (73.29 %)

Japan (4.97 %)

United Kingdom of Great Britain and Northern Ireland (4.05 %)

Management fee

1.38 %

0.3 %


Key Summary

BBOZ

JREG

Issuer

BetaShares

JPMorgan

Tracking index

MSCI World ex Australia Index - AUD - Benchmark TR Net

Asset class

ETF

ETF

Management fee

1.38 %

0.3 %

Price

$25.34

$78.33

Size

$300.594 million

N/A

10Y return

N/A

N/A

Annual distribution yield (5Y)

0.53 %

0.67 %

Market

ASX

ASX

First listed date

20/04/2015

09/11/2022

Purchase fee

$6.50

$6.50


Community Stats

BBOZ

JREG

Popularity

Low

Low

Pearlers invested

16

2

Median incremental investment

$3,000.00

$4,496.75

Median investment frequency

Monthly

Fortnightly

Median total investment

$3,788.33

$6,383.90

Average age group

> 35

> 35


Pros and Cons

BBOZ

JREG

Pros

  • Higher price growth

  • Higher exposure to US market

  • Lower management fee

  • Higher distribution yield

Cons

  • Lower exposure to US market

  • Higher management fee

  • Lower distribution yield

  • Lower price growth

BBOZ

JREG

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

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