Compare AU
Compare MICH 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 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 |
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Cons |
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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 |