Compare AU
Compare EIGA vs. BBOZ
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 Perennial Income Generator Fund (Managed Fund) (EIGA) and the BetaShares Australian Strong Bear (Hedge Fund) (BBOZ). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
EIGA | BBOZ | |
---|---|---|
Popularity | Low | Low |
Pearlers invested | 61 | 14 |
Median incremental investment | $588.34 | $3,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,501.56 | $3,085.11 |
Average age group | > 35 | > 35 |
Key Summary
EIGA | BBOZ | |
---|---|---|
Strategy | EIGA.AX was created on 2018-05-07 by Perennial. The fund's investment portfolio concentrates primarily on total market equity. The objective of the Fund is to provide investors with an attractive level of tax effective income, paid via monthly distributions. The Fund aims to provide a gross yield, adjusted for applicable franking credits, above that provided by the S&P/ASX 300 Franking Credit Adjusted Daily Total Return Index (Tax-Exempt). | BBOZ.AX was created on 2015-04-17 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 Australian share market. It seeks to generate magnified returns that are negatively correlated to the returns of the Australian share market (as measured by the S&P/ASX 200 Index) |
Top 3 holdings | BHP Group Ltd (10.78 %) Commonwealth Bank of Australia (7.47 %) CSL Ltd (7.40 %) | SPI 200 FUTURES MAR25 (0 %) AUD - AUSTRALIA DOLLAR (87.19 %) BETASHARES AUSTRALIAN CASH PLUS FUND (12.81 %) |
Top 3 industries | Financials (32.32 %) Materials (24.48 %) Other (16.04 %) | Other (68.91 %) Communication Services (31.09 %) |
Top 3 countries | Australia (97.92 %) United States (2.08 %) | |
Management fee | 0.8 % | 1.38 % |
Key Summary
EIGA | BBOZ | |
---|---|---|
Issuer | Perennial | BetaShares |
Tracking index | S&P/ASX 300 Franking Credit Adjusted Daily Total Return Index - AUD - Benchmark TR Net | |
Asset class | ETF | ETF |
Management fee | 0.8 % | 1.38 % |
Price | $3.87 | $24.78 |
Size | N/A | $219.206 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 6.44 % | 0.53 % |
Market | ASX | ASX |
First listed date | 07/05/2018 | 20/04/2015 |
Purchase fee | $6.50 | $6.50 |
Community Stats
EIGA | BBOZ | |
---|---|---|
Popularity | Low | Low |
Pearlers invested | 61 | 14 |
Median incremental investment | $588.34 | $3,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,501.56 | $3,085.11 |
Average age group | > 35 | > 35 |
Pros and Cons
EIGA | BBOZ | |
---|---|---|
Pros |
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Cons |
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EIGA | BBOZ |
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Higher exposure to AU market | Lower exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Lower management fee | Higher management fee |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |