Compare AU
Compare BBUS vs. HVLU
Compare shares and ETFs on the ASX that you can trade on Pearler.
Overview
When it comes to investing in the Australian stock market, shares and ETFs are a popular choice. Two options in the ASX are BBUS and HVLU. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
BBUS | HVLU | |
|---|---|---|
Popularity | Low | N/A |
Pearlers invested | 11 | 0 |
Median incremental investment | $4,993.50 | $0 |
Median investment frequency | Monthly | N/A |
Median total investment | $1,833.06 | $0 |
Average age group | > 35 | N/A |
Key Summary
BBUS | HVLU | |
|---|---|---|
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. | HVLU.AX was created on 2023-11-07 by VanEck. The fund's investment portfolio concentrates primarily on total market equity. Each Fund aims to provide investment returns before fees and other costs which track the performance of its 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 %) | VanEck MSCI International Value (Aud Hedged) ETF (100 %) |
Top 3 industries | Other (73.66 %) Communication Services (26.34 %) | |
Top 3 countries | ||
Management fee | 1.38 % | 0.29 % |
Key Summary
BBUS | HVLU | |
|---|---|---|
Issuer | BetaShares | VanEck |
Tracking index | MSCI World ex Australia Enhanced Value Top 250 Select 100% Hedged to AUD Index - AUD - Benchmark TR Net Hedged | |
Asset class | ETF | ETF |
Management fee | 1.38 % | 0.29 % |
Price | $4.11 | $27.10 |
Size | $132.477 million | $5.356 million |
10Y return | N/A | N/A |
Annual distribution/ dividend yield (5Y) | 1.89 % | 0.78 % |
Market | ASX | ASX |
First listed date | 26/08/2015 | 08/11/2023 |
Purchase fee | $6.50 | $6.50 |
Community Stats
BBUS | HVLU | |
|---|---|---|
Popularity | Low | N/A |
Pearlers invested | 11 | 0 |
Median incremental investment | $4,993.50 | $0 |
Median investment frequency | Monthly | N/A |
Median total investment | $1,833.06 | $0 |
Average age group | > 35 | N/A |
Pros and Cons
BBUS | HVLU | |
|---|---|---|
Pros |
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Cons |
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BBUS | HVLU |
|---|---|
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |