Compare AU
Compare BBOZ vs. USIG
Compare shares and ETFs on the ASX that you can trade on Pearler.
Overview
When it comes to investing in the Australian stock market, shares and ETFs are a popular choice. Two options in the ASX are BBOZ and USIG. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
BBOZ | USIG | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 16 | 1 |
Median incremental investment | $3,000.00 | $665.05 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $3,271.86 | $4,555.29 |
Average age group | > 35 | 26 - 35 |
Key Summary
BBOZ | USIG | |
|---|---|---|
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) | N/A |
Top 3 holdings | SPI 200 FUTURES SEP24 (0 %) AUD - AUSTRALIA DOLLAR (92.11 %) BETASHARES AUSTRALIAN CASH PLUS FUND (7.89 %) | Global X Usd Corporate Bond ETF (Currency Hedged) (100 %) |
Top 3 industries | Other (68.91 %) Communication Services (31.09 %) | |
Top 3 countries | ||
Management fee | 1.38 % | 0 % |
Key Summary
BBOZ | USIG | |
|---|---|---|
Issuer | BetaShares | |
Tracking index | ||
Asset class | ETF | Stock |
Management fee | 1.38 % | 0 % |
Price | $26.28 | $9.51 |
Size | $265.186 million | N/A |
10Y return | N/A | N/A |
Annual distribution/ dividend yield (5Y) | 0.53 % | 1.38 % |
Market | ASX | ASX |
First listed date | 20/04/2015 | 04/04/2023 |
Purchase fee | $6.50 | $6.50 |
Community Stats
BBOZ | USIG | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 16 | 1 |
Median incremental investment | $3,000.00 | $665.05 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $3,271.86 | $4,555.29 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
BBOZ | USIG | |
|---|---|---|
Pros |
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Cons |
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BBOZ | USIG |
|---|---|
Exposure to more markets and sectors | Exposure to 1 market and 1 sector only |
Higher price growth | Lower price growth |
Lower dividend/distribution yield | Higher dividend/distribution yield |