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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, 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 VanEck MSCI International Value (Aud Hedged) ETF (HVLU). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
BBUS | HVLU | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 14 | 3 |
Median incremental investment | $8,000.00 | $6,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,357.79 | $5,286.78 |
Average age group | > 35 | > 35 |
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 | AUD - AUSTRALIA DOLLAR (90.51 %) USD - UNITED STATES DOLLAR (9.49 %) S&P500 EMINI FUT SEP25 (0.00 %) | VanEck MSCI Intl Val ETF (99.41 %) |
Top 3 industries | Other (73.66 %) Communication Services (26.34 %) | |
Top 3 countries | United States (45.12 %) Japan (22.90 %) United Kingdom of Great Britain and Northern Ireland (6.33 %) | |
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 | $27.71 | $38.31 |
Size | $123.294 million | $59.336 million |
10Y return | -81.90 % | N/A |
Annual distribution yield (5Y) | 3.14 % | 3.73 % |
Market | ASX | ASX |
First listed date | 26/08/2015 | 08/11/2023 |
Purchase fee | $6.50 | $6.50 |
Community Stats
BBUS | HVLU | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 14 | 3 |
Median incremental investment | $8,000.00 | $6,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,357.79 | $5,286.78 |
Average age group | > 35 | > 35 |
Pros and Cons
BBUS | HVLU | |
|---|---|---|
Pros |
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Cons |
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BBUS | HVLU |
|---|---|
Lower exposure to US market | Higher exposure to US market |
Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |