Compare AU
Compare BBOZ vs. USD
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 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 | 15 | 3 |
Median incremental investment | $3,000.00 | $2,022.49 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,575.08 | $1,051.38 |
Average age group | > 35 | > 35 |
Key Summary
BBOZ | USD | |
|---|---|---|
Strategy | BBOZ.AX was created on 2015-04-17 by BetaShares. The fund's investment portfolio concentrates primarily on large cap equity. The Fund aims to help investors profit from, or protect against, a declining Australian share market. It seeks to generate magnified returns that are negatively correlated to the returns of the Australian share market (as measured by the S&P/ASX 200 Index) | USD.AX was created on 2011-01-31 by BetaShares. The fund's investment portfolio concentrates primarily on long usd, short aud currency. USD.AX aims to track the performance of the U.S. dollar against the Australian dollar (before fees and expenses). If the U.S. dollar goes up 10% against the A$ 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 (86.91 %) BETASHARES AUSTRALIAN CASH PLUS FUND (13.09 %) | 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 | $25.83 | $15.94 |
Size | $218.535 million | $84.023 million |
10Y return | N/A | 33.17 % |
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 | 15 | 3 |
Median incremental investment | $3,000.00 | $2,022.49 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,575.08 | $1,051.38 |
Average age group | > 35 | > 35 |
Pros and Cons
BBOZ | USD | |
|---|---|---|
Pros |
|
|
Cons |
|
|
BBOZ | USD |
|---|---|
Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |