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Compare BBOZ vs. SUBD
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 VanEck Australian Subordinated Debt ETF (SUBD). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
BBOZ | SUBD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 13 | 28 |
Median incremental investment | $3,054.75 | $12,549.98 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,054.34 | $17,491.83 |
Average age group | > 35 | > 35 |
Key Summary
BBOZ | SUBD | |
|---|---|---|
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) | SUBD.AX was created on 2019-10-28 by VanEck. The fund's investment portfolio concentrates primarily on investment grade fixed income. The ETF currently has 3844.58m in AUM and 37 holdings. SUBD.AX invests in a portfolio of subordinated bonds with the aim of providing investment returns before fees and other costs that track the performance of the Index. |
Top 3 holdings | SPI 200 FUTURES SEP26 (0 %) AUD - AUSTRALIA DOLLAR (83.80 %) BETASHARES AUSTRALIAN CASH PLUS FUND (16.20 %) | Westpac Banking Corp. (5.65 %) ANZ Group Holdings Ltd. (5.35 %) Australia & New Zealand Banking Group Ltd. (4.72 %) |
Top 3 industries | Other (68.91 %) Communication Services (31.09 %) | |
Top 3 countries | ||
Management fee | 1.38 % | 0.29 % |
Key Summary
BBOZ | SUBD | |
|---|---|---|
Issuer | BetaShares | VanEck |
Tracking index | iBoxx AUD Investment Grade Subordinated Debt Mid Price Index - AUD | |
Asset class | ETF | ETF |
Management fee | 1.38 % | 0.29 % |
Price | $20.82 | $25.15 |
Size | $178.040 million | $3.864 billion |
10Y return | -6.80 % | N/A |
Annual distribution yield (5Y) | 0.67 % | 3.73 % |
Market | ASX | ASX |
First listed date | 20/04/2015 | 30/10/2019 |
Purchase fee | $6.50 | $6.50 |
Community Stats
BBOZ | SUBD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 13 | 28 |
Median incremental investment | $3,054.75 | $12,549.98 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,054.34 | $17,491.83 |
Average age group | > 35 | > 35 |
Pros and Cons
BBOZ | SUBD | |
|---|---|---|
Pros |
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Cons |
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BBOZ | SUBD |
|---|---|
Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |