Compare AU

Compare BBOZ vs. USIG

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, 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

17

1

Median incremental investment

$3,000.00

$665.05

Median investment frequency

Monthly

Fortnightly

Median total investment

$3,873.60

$4,651.09

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

$24.62

$9.82

Size

$300.594 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

17

1

Median incremental investment

$3,000.00

$665.05

Median investment frequency

Monthly

Fortnightly

Median total investment

$3,873.60

$4,651.09

Average age group

> 35

26 - 35


Pros and Cons

BBOZ

USIG

Pros

  • Exposure to more markets and sectors

  • Higher price growth

  • Higher dividend/distribution yield

Cons

  • Lower dividend/distribution yield

  • Exposure to 1 market and 1 sector only

  • Lower price growth

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

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