Compare AU
Compare BBOZ vs. VDHG
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 Vanguard Diversified High Growth Index ETF (VDHG). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
BBOZ | VDHG | |
|---|---|---|
Popularity | Low | Medium |
Pearlers invested | 16 | 8,514 |
Median incremental investment | $3,000.00 | $1,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,680.69 | $2,800.00 |
Average age group | > 35 | 26 - 35 |
Key Summary
BBOZ | VDHG | |
|---|---|---|
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) | Vanguard Diversified High Growth Index ETF (ASX: VDHG) seeks to track the weighted average performance of various ETFs it invests in before taking into account fees, expenses and taxes. The index doesn’t track companies directly. Instead, it invests in other ETFs. It acts as an ETF that tracks other ETFs. |
Top 3 holdings | SPI 200 FUTURES SEP24 (0 %) AUD - AUSTRALIA DOLLAR (92.11 %) BETASHARES AUSTRALIAN CASH PLUS FUND (7.89 %) | BHP Group Ltd. (3.79 %) Commonwealth Bank of Australia (3.03 %) CSL Ltd. (2.38 %) |
Top 3 industries | Other (68.91 %) Communication Services (31.09 %) | Financials (17.35 %) Other (12.53 %) Information Technology (11.71 %) |
Top 3 countries | United States (39.99 %) Australia (38.01 %) Japan (3.63 %) | |
Management fee | 1.38 % | 0.27 % |
Key Summary
BBOZ | VDHG | |
|---|---|---|
Issuer | BetaShares | Vanguard |
Tracking index | A17592 - 36% S&P - ASX300 - 26.5% MSCI Wrld ex-Aus - 16% MSCI Wrld ex-Aus Hdg to AUD - 6.5% MSCI Wrld ex-Aus Sml Cap - 5% MSCI EM Index - 3% Bloomberg AusBond Composite 0+ Yr Index - 7% Bloomberg Barclays Glb. Aggrt. Flt.-Adjstd and Scaled Index Hdg. to A | |
Asset class | ETF | ETF |
Management fee | 1.38 % | 0.27 % |
Price | $24.61 | $70.11 |
Size | $300.594 million | $1.321 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 0.53 % | 5.54 % |
Market | ASX | ASX |
First listed date | 20/04/2015 | 22/11/2017 |
Purchase fee | $6.50 | $6.50 |
Community Stats
BBOZ | VDHG | |
|---|---|---|
Popularity | Low | Medium |
Pearlers invested | 16 | 8,514 |
Median incremental investment | $3,000.00 | $1,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,680.69 | $2,800.00 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
BBOZ | VDHG | |
|---|---|---|
Pros |
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Cons |
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BBOZ | VDHG |
|---|---|
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 |