Compare AU
Compare BBUS vs. AQLT
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 Us Eqy Strong Bear - Ch (Hedge Fund) (BBUS) and the BetaShares Australian Quality ETF (AQLT). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
BBUS | AQLT | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 14 | 47 |
Median incremental investment | $5,000.00 | $3,025.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,213.65 | $5,328.97 |
Average age group | > 35 | > 35 |
Key Summary
BBUS | AQLT | |
|---|---|---|
Strategy | BBUS.AX was created on 2015-08-24 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 U.S. share market. It seeks to generate magnified returns that are negatively correlated to the returns of the U.S. share market (as measured by the S&P 500 index), hedged to Australian dollars. | AQLT.AX was created on 2022-04-04 by BetaShares. The fund's investment portfolio concentrates primarily on total market equity. AQLT.AX aims to track an index (before fees and expenses) that comprises 40 high quality companies, selected based on three quality metrics high return on equity, low leverage and relative earnings stability. |
Top 3 holdings | S&P500 EMINI FUT MAR25 (0 %) AUD - AUSTRALIA DOLLAR (101.87 %) USD - UNITED STATES DOLLAR (-1.87 %) | SPI 200 FUTURES MAR25 (0 %) COMMONWEALTH BANK OF AUSTRALIA (6.77 %) TELSTRA GROUP LTD (6.61 %) |
Top 3 industries | Other (73.66 %) Communication Services (26.34 %) | Financials (40.43 %) Materials (11.81 %) Consumer Discretionary (11.06 %) |
Top 3 countries | Australia (95.56 %) United States (3.31 %) China (1.13 %) | |
Management fee | 1.38 % | 0.35 % |
Key Summary
BBUS | AQLT | |
|---|---|---|
Issuer | BetaShares | BetaShares |
Tracking index | Solactive Australia 200 Index - AUD | |
Asset class | ETF | ETF |
Management fee | 1.38 % | 0.35 % |
Price | $4.35 | $32.07 |
Size | $144.108 million | $340.623 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 1.89 % | 2.46 % |
Market | ASX | ASX |
First listed date | 26/08/2015 | 05/04/2022 |
Purchase fee | $6.50 | $6.50 |
Community Stats
BBUS | AQLT | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 14 | 47 |
Median incremental investment | $5,000.00 | $3,025.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,213.65 | $5,328.97 |
Average age group | > 35 | > 35 |
Pros and Cons
BBUS | AQLT | |
|---|---|---|
Pros |
| |
Cons |
|
BBUS | AQLT |
|---|---|
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 |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |