Compare AU

Compare BBOZ vs. USD

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 BetaShares U.S. Dollar ETF (USD). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

BBOZ

USD

Popularity

Low

Low

Pearlers invested

14

4

Median incremental investment

$3,000.00

$1,978.27

Median investment frequency

Monthly

Monthly

Median total investment

$3,176.00

$1,039.35

Average age group

> 35

> 35


Key Summary

BBOZ

USD

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)

USD.AX was created on 2011-01-31 by BetaShares. The fund's investment portfolio concentrates primarily on long usd, short aud currency. USD.AX aims to track the performance of the U.S. dollar against the Australian dollar (before fees and expenses). If the U.S. dollar goes up 10% against the A$ the Fund is designed to go up 10% too, before fees and expenses. Conversely, the Fund will go down if the U.S. dollar falls.

Top 3 holdings

SPI 200 FUTURES MAR25 (0 %)

AUD - AUSTRALIA DOLLAR (87.78 %)

BETASHARES AUSTRALIAN CASH PLUS FUND (12.22 %)

AUD - AUSTRALIA DOLLAR (0.00 %)

Top 3 industries

Other (68.91 %)

Communication Services (31.09 %)

Other (99.98 %)

Communication Services (0.00 %)

Top 3 countries

Management fee

1.38 %

0.45 %


Key Summary

BBOZ

USD

Issuer

BetaShares

BetaShares

Tracking index

Asset class

ETF

ETF

Management fee

1.38 %

0.45 %

Price

$25.20

$15.83

Size

$219.883 million

$83.399 million

10Y return

N/A

25.44 %

Annual distribution yield (5Y)

0.53 %

1.74 %

Market

ASX

ASX

First listed date

20/04/2015

01/02/2011

Purchase fee

$6.50

$6.50


Community Stats

BBOZ

USD

Popularity

Low

Low

Pearlers invested

14

4

Median incremental investment

$3,000.00

$1,978.27

Median investment frequency

Monthly

Monthly

Median total investment

$3,176.00

$1,039.35

Average age group

> 35

> 35


Pros and Cons

BBOZ

USD

Pros

  • Higher price growth

  • Lower management fee

  • Higher distribution yield

Cons

  • Higher management fee

  • Lower distribution yield

  • Lower price growth

BBOZ

USD

Higher management fee

Lower management fee

Higher price growth

Lower price growth

Lower distribution yield

Higher distribution yield

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