Compare AU

Compare BBUS vs. DVDY

Compare shares and ETFs on the ASX that you can trade on Pearler.

BetaShares Us Eqy Strong Bear - Ch (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 Us Eqy Strong Bear - Ch (Hedge Fund) (BBUS) and the VanEck Morningstar Australian Moat Income ETF (DVDY). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

BBUS

DVDY

Popularity

Low

Low

Pearlers invested

12

52

Median incremental investment

$4,993.50

$640.00

Median investment frequency

Monthly

Monthly

Median total investment

$1,220.40

$1,543.53

Average age group

> 35

> 35


Key Summary

BBUS

DVDY

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.

DVDY.AX was created on 2020-09-07 by VanEck. The fund's investment portfolio concentrates primarily on total market equity. The Fund aims to provide investment returns before fees and other costs which track the performance of the Reference Index in Australian dollars.

Top 3 holdings

S&P500 EMINI FUT MAR25 (0 %)

AUD - AUSTRALIA DOLLAR (102.01 %)

USD - UNITED STATES DOLLAR (-2.01 %)

Transurban Group (4.26 %)

Computershare Ltd (4.25 %)

Qube Holdings Ltd (4.11 %)

Top 3 industries

Other (73.66 %)

Communication Services (26.34 %)

Industrials (38.13 %)

Financials (32.83 %)

Health Care (10.59 %)

Top 3 countries

Australia (100.00 %)

Management fee

1.38 %

0.35 %


Key Summary

BBUS

DVDY

Issuer

BetaShares

VanEck

Tracking index

Morningstar Australia Dividend Yield Focus Index - AUD

Asset class

ETF

ETF

Management fee

1.38 %

0.35 %

Price

$4.32

$22.37

Size

$146.193 million

$65.581 million

10Y return

N/A

N/A

Annual distribution yield (5Y)

1.89 %

4.42 %

Market

ASX

ASX

First listed date

26/08/2015

09/09/2020

Purchase fee

$6.50

$6.50


Community Stats

BBUS

DVDY

Popularity

Low

Low

Pearlers invested

12

52

Median incremental investment

$4,993.50

$640.00

Median investment frequency

Monthly

Monthly

Median total investment

$1,220.40

$1,543.53

Average age group

> 35

> 35


Pros and Cons

BBUS

DVDY

Pros

  • Higher exposure to AU market

  • Lower management fee

  • Higher price growth

  • Higher distribution yield

Cons

  • Lower exposure to AU market

  • Higher management fee

  • Lower price growth

  • Lower distribution yield

BBUS

DVDY

Lower exposure to AU market

Higher exposure to AU market

Higher management fee

Lower management fee

Lower price growth

Higher price growth

Lower distribution yield

Higher distribution yield

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