Compare AU

Compare BBOZ vs. UTIP

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 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

15

2

Median incremental investment

$3,000.00

$4,023.50

Median investment frequency

Monthly

Daily

Median total investment

$3,552.84

$15,642.81

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 (86.51 %)

BETASHARES AUSTRALIAN CASH PLUS FUND (13.49 %)

USD - UNITED STATES DOLLAR (0 %)

AUD - AUSTRALIA DOLLAR (0 %)

UNITED STATES TREASURY INFLATION INDEXED BONDS 1.875% JUL-34 (3.99 %)

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

$25.19

$25.32

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

15

2

Median incremental investment

$3,000.00

$4,023.50

Median investment frequency

Monthly

Daily

Median total investment

$3,552.84

$15,642.81

Average age group

> 35

> 35


Pros and Cons

BBOZ

UTIP

Pros

  • Higher price growth

  • Higher distribution yield

  • Lower management fee

Cons

  • Higher management fee

  • Lower price growth

  • Lower distribution yield

BBOZ

UTIP

Higher management fee

Lower management fee

Higher price growth

Lower price growth

Higher distribution yield

Lower distribution yield

Home