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Compare HJHI vs. BBOZ

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

Hejaz High Income Active ETF

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 Hejaz High Income Active ETF (HJHI) and the Betashares Aus Equities Strong Bear Complex ETF (BBOZ). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

HJHI

BBOZ

Popularity

Low

Low

Pearlers invested

3

12

Median incremental investment

$500.00

$3,000.00

Median investment frequency

Monthly

Monthly

Median total investment

$865.24

$2,822.59

Average age group

26 - 35

> 35

Key Summary

HJHI

BBOZ

Strategy

HJHI.AX was created on 2024-05-02 by Hejaz . The fund's investment portfolio concentrates primarily on total market equity. To achieve a (total) return at least equal to movements in the Benchmark over a rolling 5 to 7-year timeframe through exposure to a diversified portfolio of Shariah Compliant listed companies with a proven history of significant dividends and a market capitalisation exceeding $2 billion.

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

Newmont Corp (7.78 %)

MINISO Group Holding Ltd (7.33 %)

Barratt Redrow PLC (7.17 %)

SPI 200 FUTURES DEC25 (0 %)

AUD - AUSTRALIA DOLLAR (85.99 %)

BETASHARES AUSTRALIAN CASH PLUS FUND (14.01 %)

Top 3 industries

Consumer Discretionary (43.19 %)

Industrials (20.54 %)

Materials (17.71 %)

Other (68.91 %)

Communication Services (31.09 %)

Top 3 countries

Management fee

1.1 %

1.38 %

Key Summary

HJHI

BBOZ

Issuer

Hejaz

BetaShares

Tracking index

Asset class

ETF

ETF

Management fee

1.1 %

1.38 %

Price

$1.115

$23.62

Size

N/A

$216.003 million

10Y return

N/A

-11.14 %

Annual distribution yield (5Y)

1.74 %

0.89 %

Market

ASX

ASX

First listed date

29/04/2024

20/04/2015

Purchase fee

$6.50

$6.50

Community Stats

HJHI

BBOZ

Popularity

Low

Low

Pearlers invested

3

12

Median incremental investment

$500.00

$3,000.00

Median investment frequency

Monthly

Monthly

Median total investment

$865.24

$2,822.59

Average age group

26 - 35

> 35

Pros and Cons

HJHI

BBOZ

Pros

  • Lower management fee

  • Higher distribution yield

  • Higher price growth

Cons

  • Lower price growth

  • Higher management fee

  • Lower distribution yield

HJHI

BBOZ

Lower management fee

Higher management fee

Lower price growth

Higher price growth

Higher distribution yield

Lower distribution yield