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Compare BBUS vs. XASG
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 Alphinity Global Sustainable Equity Fund - Active ETF (XASG). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
BBUS | XASG | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 16 | 1 |
Median incremental investment | $6,558.50 | $2,493.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,568.76 | $2,681.34 |
Average age group | > 35 | 26 - 35 |
Key Summary
BBUS | XASG | |
|---|---|---|
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. | XASG.AX was created on 2021-06-02 by Alphinity. The fund's investment portfolio concentrates primarily on total market equity. The Fund primarily invests in a diversified portfolio of leading global sustainable companies, which are aligned with one or more of the United Nations Sustainable Development Goals (SDGs), with strong ESG characteristics. |
Top 3 holdings | S&P500 EMINI FUT JUN26 (0 %) AUD - AUSTRALIA DOLLAR (88.48 %) USD - UNITED STATES DOLLAR (11.52 %) | AstraZeneca PLC (5.28 %) Microsoft Corp (5.01 %) JPMorgan Chase & Co (4.77 %) |
Top 3 industries | Other (73.66 %) Communication Services (26.34 %) | Information Technology (50.71 %) Financials (18.80 %) Health Care (15.55 %) |
Top 3 countries | United States (82.16 %) United Kingdom of Great Britain and Northern Ireland (4.23 %) Singapore (4.01 %) | |
Management fee | 1.38 % | 0.75 % |
Key Summary
BBUS | XASG | |
|---|---|---|
Issuer | BetaShares | Alphinity |
Tracking index | ||
Asset class | ETF | ETF |
Management fee | 1.38 % | 0.75 % |
Price | $23.07 | $6.67 |
Size | $147.812 million | N/A |
10Y return | -79.44 % | N/A |
Annual distribution yield (5Y) | 3.14 % | 2.51 % |
Market | ASX | ASX |
First listed date | 26/08/2015 | 16/01/2023 |
Purchase fee | $6.50 | $6.50 |
Community Stats
BBUS | XASG | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 16 | 1 |
Median incremental investment | $6,558.50 | $2,493.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,568.76 | $2,681.34 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
BBUS | XASG | |
|---|---|---|
Pros |
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Cons |
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BBUS | XASG |
|---|---|
Lower exposure to US market | Higher exposure to US market |
Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |