Compare AU
Compare IUSG 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 U.S. Treasury Bond (Aud Hedged) ETF (IUSG) 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
IUSG | BBOZ | |
---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 14 |
Median incremental investment | $0 | $3,000.00 |
Median investment frequency | N/A | Monthly |
Median total investment | $0 | $3,085.11 |
Average age group | N/A | > 35 |
Key Summary
IUSG | BBOZ | |
---|---|---|
Strategy | IUSG.AX was created on 2023-09-19 by iShares. The fund's investment portfolio concentrates primarily on investment grade fixed income. The Fund aims to provide investors with the performance of the ICE U.S. Treasury Core Bond AUD Hedged Index | 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 | iShares $ Treasury Bond ETF AUD H Dist (100.00 %) | SPI 200 FUTURES MAR25 (0 %) AUD - AUSTRALIA DOLLAR (87.19 %) BETASHARES AUSTRALIAN CASH PLUS FUND (12.81 %) |
Top 3 industries | Other (68.91 %) Communication Services (31.09 %) | |
Top 3 countries | ||
Management fee | 0.26 % | 1.38 % |
Key Summary
IUSG | BBOZ | |
---|---|---|
Issuer | iShares | BetaShares |
Tracking index | ICE U.S. Treasury Core Bond Index - AUD - Benchmark TR Net Hedged | |
Asset class | ETF | ETF |
Management fee | 0.26 % | 1.38 % |
Price | $100.83 | $24.78 |
Size | $18.231 million | $219.206 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 0.67 % | 0.53 % |
Market | ASX | ASX |
First listed date | 21/09/2023 | 20/04/2015 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IUSG | BBOZ | |
---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 14 |
Median incremental investment | $0 | $3,000.00 |
Median investment frequency | N/A | Monthly |
Median total investment | $0 | $3,085.11 |
Average age group | N/A | > 35 |
Pros and Cons
IUSG | BBOZ | |
---|---|---|
Pros |
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Cons |
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IUSG | BBOZ |
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Lower management fee | Higher management fee |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |