Compare AU

Compare BBOZ vs. ZYUS

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 Global X S&P 500 High Yield Low Volatility ETF (ZYUS). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

BBOZ

ZYUS

Popularity

Low

Low

Pearlers invested

16

85

Median incremental investment

$3,000.00

$625.00

Median investment frequency

Monthly

Monthly

Median total investment

$3,680.69

$1,737.72

Average age group

> 35

26 - 35


Key Summary

BBOZ

ZYUS

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)

ZYUS.AX was created on 2015-06-09 by ETFS. The fund's investment portfolio concentrates primarily on high dividend yield equity. The Fund aims to provide investors with a return that (before fees and expenses) tracks the performance of the S&P 500 Low Volatility High Dividend Index

Top 3 holdings

SPI 200 FUTURES SEP24 (0 %)

AUD - AUSTRALIA DOLLAR (92.11 %)

BETASHARES AUSTRALIAN CASH PLUS FUND (7.89 %)

Altria Group Inc (3.12 %)

Kinder Morgan Inc Class P (3.01 %)

Bristol-Myers Squibb Co (2.86 %)

Top 3 industries

Other (68.91 %)

Communication Services (31.09 %)

Real Estate (27.46 %)

Energy (20.66 %)

Communication Services (20.55 %)

Top 3 countries

United States (97.74 %)

United Kingdom of Great Britain and Northern Ireland (2.26 %)

Management fee

1.38 %

0.35 %


Key Summary

BBOZ

ZYUS

Issuer

BetaShares

ETFS

Tracking index

S&P 500 Low Volatility High Dividend Index

Asset class

ETF

ETF

Management fee

1.38 %

0.35 %

Price

$24.62

$16.09

Size

$300.594 million

$76.381 million

10Y return

N/A

N/A

Annual distribution yield (5Y)

0.53 %

4.81 %

Market

ASX

ASX

First listed date

20/04/2015

12/06/2015

Purchase fee

$6.50

$6.50


Community Stats

BBOZ

ZYUS

Popularity

Low

Low

Pearlers invested

16

85

Median incremental investment

$3,000.00

$625.00

Median investment frequency

Monthly

Monthly

Median total investment

$3,680.69

$1,737.72

Average age group

> 35

26 - 35


Pros and Cons

BBOZ

ZYUS

Pros

  • Higher price growth

  • Higher exposure to US market

  • Lower management fee

  • Higher distribution yield

Cons

  • Lower exposure to US market

  • Higher management fee

  • Lower distribution yield

  • Lower price growth

BBOZ

ZYUS

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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