Compare AU
Compare BBUS vs. MVOL
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 iShares Edge MSCI Australia Minimum Volatility ETF (MVOL). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
BBUS | MVOL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 12 | 2 |
Median incremental investment | $4,993.50 | $2,592.00 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $1,220.40 | $2,709.30 |
Average age group | > 35 | > 35 |
Key Summary
BBUS | MVOL | |
|---|---|---|
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. | MVOL.AX was created on 2016-10-11 by iShares. The fund's investment portfolio concentrates primarily on total market equity. The ETF currently has 20.73m in AUM and 101 holdings. The fund aims to provide investors with the performance of the MSCI Australia IMI Select Minimum Volatility (AUD) Index, before fees and expenses. |
Top 3 holdings | S&P500 EMINI FUT SEP24 (0 %) AUD - AUSTRALIA DOLLAR (98.14 %) USD - UNITED STATES DOLLAR (1.86 %) | TELSTRA GROUP LTD (6.43 %) COMMONWEALTH BANK OF AUSTRALIA (5.47 %) ANZ GROUP HOLDINGS LTD (3.86 %) |
Top 3 industries | Other (73.66 %) Communication Services (26.34 %) | Financials (32.75 %) Materials (15.90 %) Industrials (11.67 %) |
Top 3 countries | Australia (98.91 %) New Zealand (0.41 %) China (0.34 %) | |
Management fee | 1.38 % | 0.3 % |
Key Summary
BBUS | MVOL | |
|---|---|---|
Issuer | BetaShares | iShares |
Tracking index | MSCI Australia IMI Select Minimum Volatility (AUD) Index - AUD | |
Asset class | ETF | ETF |
Management fee | 1.38 % | 0.3 % |
Price | $4.32 | $32.84 |
Size | $146.193 million | $20.156 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 1.89 % | 5.08 % |
Market | ASX | ASX |
First listed date | 26/08/2015 | 14/10/2016 |
Purchase fee | $6.50 | $6.50 |
Community Stats
BBUS | MVOL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 12 | 2 |
Median incremental investment | $4,993.50 | $2,592.00 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $1,220.40 | $2,709.30 |
Average age group | > 35 | > 35 |
Pros and Cons
BBUS | MVOL | |
|---|---|---|
Pros |
| |
Cons |
|
BBUS | MVOL |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Lower exposure to US market | Higher exposure to US market |
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |