Compare AU
Compare IEM 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 iShares MSCI Emerging Markets ETF (IEM) 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
IEM | BBOZ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 175 | 16 |
Median incremental investment | $1,640.52 | $3,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,415.36 | $3,152.10 |
Average age group | > 35 | > 35 |
Key Summary
IEM | BBOZ | |
|---|---|---|
Strategy | IEM.AX was created on 2003-04-07 by iShares. The fund's investment portfolio concentrates primarily on total market equity. The Fund aims to provide investors with the performance of an index, before fees and expenses. The index is designed to measure the equity market performance in global emerging markets. | 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 | ISH MSCI EM USD ETF DIST (99.97 %) USD CASH (0.09 %) EUR CASH (0.01 %) | SPI 200 FUTURES MAR25 (0 %) AUD - AUSTRALIA DOLLAR (86.13 %) BETASHARES AUSTRALIAN CASH PLUS FUND (13.87 %) |
Top 3 industries | Other (99.99 %) Communication Services (0.01 %) Information Technology (0.00 %) | Other (68.91 %) Communication Services (31.09 %) |
Top 3 countries | China (27.10 %) Taiwan (18.78 %) India (18.74 %) | |
Management fee | 0.69 % | 1.38 % |
Key Summary
IEM | BBOZ | |
|---|---|---|
Issuer | iShares | BetaShares |
Tracking index | MSCI EM (Emerging Markets) | |
Asset class | ETF | ETF |
Management fee | 0.69 % | 1.38 % |
Price | $68.99 | $30.02 |
Size | $1.348 billion | $220.787 million |
10Y return | 36.88 % | N/A |
Annual distribution yield (5Y) | 1.82 % | 0.53 % |
Market | ASX | ASX |
First listed date | 10/10/2007 | 20/04/2015 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IEM | BBOZ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 175 | 16 |
Median incremental investment | $1,640.52 | $3,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,415.36 | $3,152.10 |
Average age group | > 35 | > 35 |
Pros and Cons
IEM | BBOZ | |
|---|---|---|
Pros |
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Cons |
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IEM | 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 |