Compare AU
Compare BBUS vs. BBOZ
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 Ccy H Complex ETF (BBUS) and the Betashares Aus Equities Strong Bear Complex ETF (BBOZ). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
BBUS | BBOZ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 17 | 14 |
Median incremental investment | $9,992.00 | $3,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,811.84 | $2,926.56 |
Average age group | > 35 | > 35 |
Key Summary
BBUS | BBOZ | |
|---|---|---|
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. | 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) |
Top 3 holdings | S&P500 EMINI FUT JUN25 (0 %) AUD - AUSTRALIA DOLLAR (82.67 %) USD - UNITED STATES DOLLAR (17.33 %) | SPI 200 FUTURES JUN25 (0 %) AUD - AUSTRALIA DOLLAR (88.17 %) BETASHARES AUSTRALIAN CASH PLUS FUND (11.83 %) |
Top 3 industries | Other (73.66 %) Communication Services (26.34 %) | Other (68.91 %) Communication Services (31.09 %) |
Top 3 countries | ||
Management fee | 1.38 % | 1.38 % |
Key Summary
BBUS | BBOZ | |
|---|---|---|
Issuer | BetaShares | BetaShares |
Tracking index | ||
Asset class | ETF | ETF |
Management fee | 1.38 % | 1.38 % |
Price | $4.04 | $24.49 |
Size | $132.299 million | $207.462 million |
10Y return | N/A | -7.13 % |
Annual distribution yield (5Y) | 1.89 % | 0.53 % |
Market | ASX | ASX |
First listed date | 26/08/2015 | 20/04/2015 |
Purchase fee | $6.50 | $6.50 |
Community Stats
BBUS | BBOZ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 17 | 14 |
Median incremental investment | $9,992.00 | $3,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,811.84 | $2,926.56 |
Average age group | > 35 | > 35 |
Pros and Cons
BBUS | BBOZ | |
|---|---|---|
Pros |
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Cons |
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BBUS | BBOZ |
|---|---|
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |