Compare AU

Compare BBUS vs. MVOL

Compare shares and ETFs on the ASX that you can trade on Pearler.

BetaShares Us Eqy Strong Bear - Ch (Hedge Fund)

ASX

Buy

Buy

Overview
Performance

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

11

2

Median incremental investment

$4,993.50

$2,592.00

Median investment frequency

Monthly

Fortnightly

Median total investment

$1,833.06

$2,775.30

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 19.74m in AUM and 94 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

$4.08

$33.55

Size

$132.477 million

$20.417 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

11

2

Median incremental investment

$4,993.50

$2,592.00

Median investment frequency

Monthly

Fortnightly

Median total investment

$1,833.06

$2,775.30

Average age group

> 35

> 35


Pros and Cons

BBUS

MVOL

Pros

  • Higher exposure to AU market

  • Higher exposure to US market

  • Lower management fee

  • Higher price growth

  • Higher distribution yield

Cons

  • Lower exposure to AU market

  • Lower exposure to US market

  • Higher management fee

  • Lower price growth

  • Lower distribution yield

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

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