Compare AU

Compare MICH vs. BBOZ

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

Magellan Infra Fund (Currency Hedged) - 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 Magellan Infra Fund (Currency Hedged) - Active ETF (MICH) 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

MICH

BBOZ

Popularity

Low

Low

Pearlers invested

13

15

Median incremental investment

$1,143.63

$3,000.00

Median investment frequency

Monthly

Monthly

Median total investment

$1,434.86

$3,575.08

Average age group

> 35

> 35


Key Summary

MICH

BBOZ

Strategy

MICH.AX was created on 2016-07-19 by Magellan. The fund's investment portfolio concentrates primarily on theme equity. To achieve attractive risk adjusted returns over the medium to long-term, While reducing the risk of permanent capital loss

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

Aena SME SA (6.97 %)

Ferrovial SE (6.23 %)

Vinci SA (5.87 %)

SPI 200 FUTURES MAR25 (0 %)

AUD - AUSTRALIA DOLLAR (86.51 %)

BETASHARES AUSTRALIAN CASH PLUS FUND (13.49 %)

Top 3 industries

Industrials (46.99 %)

Utilities (45.11 %)

Other (7.90 %)

Other (68.91 %)

Communication Services (31.09 %)

Top 3 countries

United States (38.21 %)

Spain (15.62 %)

United Kingdom of Great Britain and Northern Ireland (14.04 %)

Management fee

1.05 %

1.38 %


Key Summary

MICH

BBOZ

Issuer

Magellan

BetaShares

Tracking index

S&P Global Infrastructure Hedged to USD Index

Asset class

ETF

ETF

Management fee

1.05 %

1.38 %

Price

$2.81

$25.83

Size

N/A

$218.535 million

10Y return

N/A

N/A

Annual distribution yield (5Y)

4.23 %

0.53 %

Market

ASX

ASX

First listed date

22/07/2016

20/04/2015

Purchase fee

$6.50

$6.50


Community Stats

MICH

BBOZ

Popularity

Low

Low

Pearlers invested

13

15

Median incremental investment

$1,143.63

$3,000.00

Median investment frequency

Monthly

Monthly

Median total investment

$1,434.86

$3,575.08

Average age group

> 35

> 35


Pros and Cons

MICH

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

MICH

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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