Compare AU

Compare BBOZ vs. VDCO

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 Vanguard Diversified Conservative Index ETF (VDCO). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

BBOZ

VDCO

Popularity

Low

Low

Pearlers invested

16

9

Median incremental investment

$3,000.00

$517.00

Median investment frequency

Monthly

Quarterly

Median total investment

$3,715.08

$5,106.08

Average age group

> 35

> 35


Key Summary

BBOZ

VDCO

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)

VDCO.AX was created on 2017-11-20 by Vanguard. The fund's investment portfolio concentrates primarily on target risk asset allocation. Vanguard Diversified Conservative Index ETF seeks to track the weighted average return of the various indices of the underlying funds in which it invests, in proportion to the Strategic Asset Allocation, before taking into account fees, expenses and tax

Top 3 holdings

SPI 200 FUTURES SEP24 (0 %)

AUD - AUSTRALIA DOLLAR (92.11 %)

BETASHARES AUSTRALIAN CASH PLUS FUND (7.89 %)

BHP Group Ltd. (1.27 %)

Landwirtschaftliche Rentenbank 4.25 2023-01-24 (1.02 %)

Commonwealth Bank of Australia (1.01 %)

Top 3 industries

Other (68.91 %)

Communication Services (31.09 %)

Other (70.31 %)

Financials (5.88 %)

Information Technology (4.02 %)

Top 3 countries

United States (38.87 %)

Australia (38.46 %)

Japan (3.49 %)

Management fee

1.38 %

0.27 %


Key Summary

BBOZ

VDCO

Issuer

BetaShares

Vanguard

Tracking index

Conservative Composite Index - AUD - Benchmark TR Net

Asset class

ETF

ETF

Management fee

1.38 %

0.27 %

Price

$24.85

$54.32

Size

$300.594 million

$1.071 million

10Y return

N/A

N/A

Annual distribution yield (5Y)

0.53 %

3.43 %

Market

ASX

ASX

First listed date

20/04/2015

22/11/2017

Purchase fee

$6.50

$6.50


Community Stats

BBOZ

VDCO

Popularity

Low

Low

Pearlers invested

16

9

Median incremental investment

$3,000.00

$517.00

Median investment frequency

Monthly

Quarterly

Median total investment

$3,715.08

$5,106.08

Average age group

> 35

> 35


Pros and Cons

BBOZ

VDCO

Pros

  • Higher price growth

  • Higher exposure to AU market

  • Higher exposure to US market

  • Lower management fee

  • Higher distribution yield

Cons

  • Lower exposure to AU market

  • Lower exposure to US market

  • Higher management fee

  • Lower distribution yield

  • Lower price growth

BBOZ

VDCO

Lower exposure to AU market

Higher exposure to AU market

Lower exposure to US market

Higher exposure to US market

Higher management fee

Lower management fee

Higher price growth

Lower price growth

Lower distribution yield

Higher distribution yield

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