Compare AU

Compare IOZ vs. BBOZ

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

iShares Core S&P/ASX 200 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 iShares Core S&P/ASX 200 ETF (IOZ) 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

IOZ

BBOZ

Popularity

Low

Low

Pearlers invested

711

15

Median incremental investment

$1,006.55

$3,000.00

Median investment frequency

Monthly

Monthly

Median total investment

$2,498.24

$3,501.41

Average age group

26 - 35

> 35


Key Summary

IOZ

BBOZ

Strategy

The fund seeks to track the performance of the S&P/ASX 200 Accumulation Index before considering fees, expenses, and taxes. The index consists of the 200 largest Australian securities listed on the ASX.

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

COMMONWEALTH BANK OF AUSTRALIA (10.46 %)

BHP GROUP LTD (8.26 %)

CSL LTD (5.54 %)

SPI 200 FUTURES MAR25 (0 %)

AUD - AUSTRALIA DOLLAR (86.51 %)

BETASHARES AUSTRALIAN CASH PLUS FUND (13.49 %)

Top 3 industries

Financials (33.18 %)

Materials (17.85 %)

Health Care (8.77 %)

Other (68.91 %)

Communication Services (31.09 %)

Top 3 countries

Australia (94.85 %)

United States (3.08 %)

New Zealand (1.58 %)

Management fee

0.05 %

1.38 %


Key Summary

IOZ

BBOZ

Issuer

iShares

BetaShares

Tracking index

S&P ASX 200

Asset class

ETF

ETF

Management fee

0.05 %

1.38 %

Price

$33.76

$25.19

Size

$6.698 billion

$219.883 million

10Y return

44.89 %

N/A

Annual distribution yield (5Y)

5.33 %

0.53 %

Market

ASX

ASX

First listed date

09/12/2010

20/04/2015

Purchase fee

$6.50

$6.50


Community Stats

IOZ

BBOZ

Popularity

Low

Low

Pearlers invested

711

15

Median incremental investment

$1,006.55

$3,000.00

Median investment frequency

Monthly

Monthly

Median total investment

$2,498.24

$3,501.41

Average age group

26 - 35

> 35


Pros and Cons

IOZ

BBOZ

Pros

  • Higher exposure to AU market

  • Higher exposure to US market

  • Lower management fee

  • Higher distribution yield

  • Higher price growth

Cons

  • Lower price growth

  • Lower exposure to AU market

  • Lower exposure to US market

  • Higher management fee

  • Lower distribution yield

IOZ

BBOZ

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

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