Compare AU
Compare BBUS vs. MHOT
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 VanEck Morningstar Wide Moat (Aud Hedged) ETF (MHOT). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
BBUS | MHOT | |
---|---|---|
Popularity | Low | Low |
Pearlers invested | 14 | 2 |
Median incremental investment | $5,000.00 | $2,553.00 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $1,213.65 | $6,418.84 |
Average age group | > 35 | > 35 |
Key Summary
BBUS | MHOT | |
---|---|---|
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. | MHOT.AX was created on 2023-11-07 by VanEck. The fund's investment portfolio concentrates primarily on total market equity. MHOT.AX gives investors exposure to a diversified portfolio of attractively priced US companies with sustainable competitive advantages according to Morningstars equity research team. MHOT.AX aims to provide investment returns before fees and other costs which track the performance of the Index with returns hedged into Australian dollars. |
Top 3 holdings | S&P500 EMINI FUT MAR25 (0 %) AUD - AUSTRALIA DOLLAR (101.87 %) USD - UNITED STATES DOLLAR (-1.87 %) | Bristol-Myers Squibb Co (2.78 %) Alphabet Inc Class A (2.74 %) Corteva Inc (2.71 %) |
Top 3 industries | Other (73.66 %) Communication Services (26.34 %) | Other (79.87 %) Health Care (11.12 %) Communication Services (4.54 %) |
Top 3 countries | United States (98.74 %) Netherlands (1.26 %) | |
Management fee | 1.38 % | 0.52 % |
Key Summary
BBUS | MHOT | |
---|---|---|
Issuer | BetaShares | VanEck |
Tracking index | Morningstar Wide Moat Focus Index - AUD - Benchmark TR Net Hedged | |
Asset class | ETF | ETF |
Management fee | 1.38 % | 0.52 % |
Price | $4.35 | $139.54 |
Size | $144.108 million | $60.053 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 1.89 % | 0.11 % |
Market | ASX | ASX |
First listed date | 26/08/2015 | 08/11/2023 |
Purchase fee | $6.50 | $6.50 |
Community Stats
BBUS | MHOT | |
---|---|---|
Popularity | Low | Low |
Pearlers invested | 14 | 2 |
Median incremental investment | $5,000.00 | $2,553.00 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $1,213.65 | $6,418.84 |
Average age group | > 35 | > 35 |
Pros and Cons
BBUS | MHOT | |
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Pros |
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Cons |
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BBUS | MHOT |
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Lower exposure to US market | Higher exposure to US market |
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |