Compare AU
Compare BBOZ vs. MVS
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 VanEck Small Companies Masters ETF (MVS). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
BBOZ | MVS | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 16 | 9 |
Median incremental investment | $3,000.00 | $993.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,271.86 | $896.08 |
Average age group | > 35 | > 35 |
Key Summary
BBOZ | MVS | |
|---|---|---|
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) | MVS.AX was created on 2015-05-26 by VanEck. The fund's investment portfolio concentrates primarily on small cap equity. The Fund gives investors exposure to a portfolio that only includes the most liquid small-cap ASX-listed companies that generate revenues in Australia and did not omit their latest dividend payment. |
Top 3 holdings | SPI 200 FUTURES SEP24 (0 %) AUD - AUSTRALIA DOLLAR (92.11 %) BETASHARES AUSTRALIAN CASH PLUS FUND (7.89 %) | Pinnacle Investment Management Group Ltd (2.29 %) Perenti Ltd (2.29 %) Gold Road Resources Ltd (2.11 %) |
Top 3 industries | Other (68.91 %) Communication Services (31.09 %) | Financials (60.72 %) Materials (29.97 %) Industrials (9.86 %) |
Top 3 countries | Australia (99.99 %) | |
Management fee | 1.38 % | 0.49 % |
Key Summary
BBOZ | MVS | |
|---|---|---|
Issuer | BetaShares | VanEck |
Tracking index | MVIS Australia Small-Cap Dividend Payers Index - AUD | |
Asset class | ETF | ETF |
Management fee | 1.38 % | 0.49 % |
Price | $26.28 | $19.48 |
Size | $265.186 million | $165.751 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 0.53 % | 4.91 % |
Market | ASX | ASX |
First listed date | 20/04/2015 | 28/05/2015 |
Purchase fee | $6.50 | $6.50 |
Community Stats
BBOZ | MVS | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 16 | 9 |
Median incremental investment | $3,000.00 | $993.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,271.86 | $896.08 |
Average age group | > 35 | > 35 |
Pros and Cons
BBOZ | MVS | |
|---|---|---|
Pros |
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Cons |
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BBOZ | MVS |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |