Compare AU
Compare HEUR 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 BetaShares Europe Currency Hedged ETF (HEUR) 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
HEUR | BBOZ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 13 | 16 |
Median incremental investment | $1,226.66 | $3,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,198.69 | $3,271.86 |
Average age group | 26 - 35 | > 35 |
Key Summary
HEUR | BBOZ | |
|---|---|---|
Strategy | HEUR.AX was created on 2016-05-10 by BetaShares. The fund's investment portfolio concentrates primarily on total market equity. The fund aims to track the performance of an index (before fees and expenses) that provides diversified exposure to the largest globally competitive Eurozone companies, hedged into Australian dollars. | 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 | ASML HOLDING NV (9.15 %) SAP SE (4.47 %) LVMH MOET HENNESSY LOUIS VUITT (4.21 %) | SPI 200 FUTURES SEP24 (0 %) AUD - AUSTRALIA DOLLAR (92.11 %) BETASHARES AUSTRALIAN CASH PLUS FUND (7.89 %) |
Top 3 industries | Other (99.49 %) Consumer Discretionary (6.36 %) Financials (4.65 %) | Other (68.91 %) Communication Services (31.09 %) |
Top 3 countries | France (31.14 %) Germany (29.68 %) Netherlands (15.99 %) | |
Management fee | 0.56 % | 1.38 % |
Key Summary
HEUR | BBOZ | |
|---|---|---|
Issuer | BetaShares | BetaShares |
Tracking index | S&P Eurozone Exporters AUD Hedged Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.56 % | 1.38 % |
Price | $14.33 | $26.28 |
Size | $43.866 million | $265.186 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 5.82 % | 0.53 % |
Market | ASX | ASX |
First listed date | 12/05/2016 | 20/04/2015 |
Purchase fee | $6.50 | $6.50 |
Community Stats
HEUR | BBOZ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 13 | 16 |
Median incremental investment | $1,226.66 | $3,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,198.69 | $3,271.86 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
HEUR | BBOZ | |
|---|---|---|
Pros |
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Cons |
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HEUR | BBOZ |
|---|---|
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 |