Compare AU
Compare BBOZ vs. UTIP
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 Inflation Protected Us Trsy Bond Ch ETF (UTIP). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
BBOZ | UTIP | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 14 | 2 |
Median incremental investment | $3,000.00 | $4,023.50 |
Median investment frequency | Monthly | Daily |
Median total investment | $3,176.00 | $15,791.73 |
Average age group | > 35 | > 35 |
Key Summary
BBOZ | UTIP | |
|---|---|---|
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) | UTIP.AX was created on 2023-09-18 by BetaShares. The fund's investment portfolio concentrates primarily on investment grade fixed income. The investment objective of the Fund is to provide an investment return that aims to track the performance of the Bloomberg Global Inflation-Linked: U.S. TIPS Total Return Index Hedged AUD, before taking into account fees and expenses. |
Top 3 holdings | SPI 200 FUTURES MAR25 (0 %) AUD - AUSTRALIA DOLLAR (87.78 %) BETASHARES AUSTRALIAN CASH PLUS FUND (12.22 %) | USD - UNITED STATES DOLLAR (0 %) AUD - AUSTRALIA DOLLAR (0 %) UNITED STATES TREASURY INFLATION INDEXED BONDS 1.875% JUL-34 (3.89 %) |
Top 3 industries | Other (68.91 %) Communication Services (31.09 %) | |
Top 3 countries | ||
Management fee | 1.38 % | 0.22 % |
Key Summary
BBOZ | UTIP | |
|---|---|---|
Issuer | BetaShares | BetaShares |
Tracking index | Bloomberg Global Inflation-Linked U.S. TIPS Total Return Index - AUD - Australian Dollar - Benchmark TR Net Hedged | |
Asset class | ETF | ETF |
Management fee | 1.38 % | 0.22 % |
Price | $25.20 | $25.54 |
Size | $219.883 million | $184.219 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 0.53 % | 0.49 % |
Market | ASX | ASX |
First listed date | 20/04/2015 | 19/09/2023 |
Purchase fee | $6.50 | $6.50 |
Community Stats
BBOZ | UTIP | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 14 | 2 |
Median incremental investment | $3,000.00 | $4,023.50 |
Median investment frequency | Monthly | Daily |
Median total investment | $3,176.00 | $15,791.73 |
Average age group | > 35 | > 35 |
Pros and Cons
BBOZ | UTIP | |
|---|---|---|
Pros |
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Cons |
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BBOZ | UTIP |
|---|---|
Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |