Compare AU
Compare BBUS vs. DVDY
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 Morningstar AUS Dividend Yield Focus 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 | 11 | 54 |
Median incremental investment | $4,993.50 | $637.03 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,846.44 | $1,635.20 |
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 SEP24 (0 %) AUD - AUSTRALIA DOLLAR (98.14 %) USD - UNITED STATES DOLLAR (1.86 %) | Pinnacle Investment Management Group Ltd (6.79 %) Brambles Ltd (4.93 %) Ansell Ltd (4.90 %) |
Top 3 industries | Other (73.66 %) Communication Services (26.34 %) | Industrials (29.02 %) Financials (23.81 %) Consumer Discretionary (17.54 %) |
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 | $4.14 | $22.40 |
Size | $132.477 million | $67.940 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 | 11 | 54 |
Median incremental investment | $4,993.50 | $637.03 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,846.44 | $1,635.20 |
Average age group | > 35 | > 35 |
Pros and Cons
BBUS | DVDY | |
|---|---|---|
Pros |
| |
Cons |
|
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 |